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BMC Remedy Action Request System 7.5.

00

Introduction to Application
Development with
BMC Remedy Developer
Studio

January 2009

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Contents

Preface 7
Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
AR System documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 1 About the AR System development process 11


What is an AR System application?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Determining what to track . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Deciding what to build . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Using the proper tools for the tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
A summary of the development process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Tips for designing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Helpful design tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Effective user interface design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Helpful resources. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Accessibility for users with disabilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 2 Using the AR System development environment 21


Starting BMC Remedy Developer Studio. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Changing the current login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Exiting BMC Remedy Developer Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Developer perspective overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
About views and editors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Finding objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Objects in the AR System Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Objects in object lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Searching for objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Finding related objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Creating objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Modifying objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Working with editors and related tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Working with working lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Working with applications and packing lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Working with perspectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Arranging tabs in the perspective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Editor perspective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Perspective operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Contents 5
Appendix A For the BMC Remedy Administrator User 71
Differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Server and object navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Web services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Import and export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Frequently asked questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
User interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Eclipse integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Limitations and troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Appendix B About the Sample application 83


Exploring the Sample application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Appendix C For more information 87


AR System developer forums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
BMC Remedy user groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Consulting services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Index 91

6 Introduction to Application Development with BMC Remedy Developer Studio


Preface

This manual introduces the process of developing application for BMC Remedy
Action Request System (AR System).

IMPORTANT
The compatibility information in the product documentation is subject to change.
See the compatibility matrix at http://www.bmc.com/support_home for the
latest, most complete information about what is officially supported.

Carefully read the system requirements for your particular operating system,
especially the necessary patch requirements.

Audience
If you are new to application development for AR System, or if you are new to
using BMC Remedy Developer Studio, use this guide to learn about the
application development process and how to use BMC Remedy Developer Studio.

AR System documents
The following table lists documentation available for AR System products.
Unless otherwise noted, online documentation in Adobe Acrobat (PDF) format is
available on AR System product installation DVDs, on the Customer Support
website (http://www.bmc.com/support_home), or both.
You can access product help through each product’s Help menu or by clicking
Help links.

Title Description Audience


Concepts Guide1 Overview of AR System architecture and features; includes Everyone
information about add-on products that extend AR System
functionality and a comprehensive glossary for the entire
AR System documentation set.
Installation Guide Instructions for installing AR System. Administrators

Preface 7
BMC Remedy Action Request System 7.5.00

Title Description Audience


Introduction to Application Information about the development of AR System Developers2
Development with BMC applications, including an introduction to using BMC
Remedy Developer Studio Remedy Developer Studio.
Form and Application Objects Information about AR System applications and their user Developers
Guide interface components, including forms, fields, views,
menus, and images.
Workflow Objects Guide Information about the AR System workflow objects (active Developers
links, filters, and escalations) and how to use them to create
processes that enforce business rules.
Configuration Guide Information about configuring AR System servers and Administrators
clients, localizing, importing and exporting data, and
archiving data.
BMC Remedy Mid Tier Guide Information about configuring the mid tier, setting up Administrators
applications for the mid tier, and using applications in
browsers.
Integration Guide Instructions for integrating AR System with external Administrators/
systems by using web services, plug-ins, and other products, Developers/
including LDAP, OLE, and ARDBC. Programmers3
Optimizing and Information about monitoring and maintaining AR System Administrators/
Troubleshooting Guide and AR System applications to optimize performance and Developers/
solve problems. Programmers
Database Reference Database administration topics and rules related to how Administrators/
AR System interacts with specific databases; includes an Developers/
overview of the data dictionary tables. Programmers
BMC Remedy Distributed Information about implementing a distributed AR System Administrators
Server Option Guide server environment with BMC Remedy Distributed Server
Option (DSO).
BMC Remedy Flashboards Instructions for creating, modifying, and administering Administrators/
Guide flashboards to display and monitor AR System information. Developers
C API Reference Information about AR System data structures, C API Programmers
function calls, and OLE support.
C API Quick Reference Quick reference to C API function calls. Programmers
Java API Information about Sun™ Java™ classes, methods, and Programmers
variables that integrate with AR System. For the location of
the JAR file containing this online documentation, see the
information about the Java API in the Integration Guide.
Java Plug-in API Information about Java classes, methods, and variables used Programmers
to write plug-ins for AR System. For the location of the JAR
file containing this online documentation, see the
information about plug-ins in the Integration Guide.
BMC Remedy Email Engine Instructions for configuring and using BMC Remedy Email Administrators
Guide Engine.
Error Messages Guide Descriptions of AR System error messages. Administrators/
Developers/
Programmers
Master Index Combined index of all books. Everyone

8 Introduction to Application Development with BMC Remedy Developer Studio


AR System documents

Title Description Audience


BMC Remedy Approval Instructions for using BMC Remedy Approval Server to Administrators
Server Guide automate approval and signature processes in your
organization.
Release Notes Information about new features, compatibility, and Everyone
international issues.
Release Notes with Open Information about new features, compatibility, international Everyone
Issues issues, installation planning, and open issues.
BMC Remedy User Help Instructions for using BMC Remedy User. Everyone
BMC Remedy Developer Instructions for using BMC Remedy Developer Studio to Developers
Studio Help develop AR System forms, workflow objects, and
applications.
BMC Remedy Data Import Instructions for using BMC Remedy Data Import. Administrators
Help
BMC Remedy Alert Help Instructions for using BMC Remedy Alert. Everyone
BMC Remedy Mid Tier Instructions for configuring BMC Remedy Mid Tier. Administrators
Configuration Tool Help
BMC Remedy Browser Instructions for using AR System forms in browsers. Everyone
Help

1 The full title of each guide includes BMC Remedy Action Request System 7.5.00 (for

example, BMC Remedy Action Request System 7.5.00 Concepts Guide).


2 Application developers who use BMC Remedy Developer Studio.
3 C and Java programmers who write plug-ins and clients for AR System.

Preface 9
BMC Remedy Action Request System 7.5.00

10 Introduction to Application Development with BMC Remedy Developer Studio


Chapter

1 About the AR System


development process

This section describes what to do after you install and set up AR System and want
to start using it to create your own business applications and automate your
business process flows.
The following topics are provided:
 What is an AR System application? (page 12)
 Determining what to track (page 12)
 Deciding what to build (page 13)
 Using the proper tools for the tasks (page 15)
 A summary of the development process (page 16)
 Tips for designing applications (page 16)
 Accessibility for users with disabilities (page 19)
See the Concepts Guide for a conceptual introduction to AR System and AR System
applications.
For more information about these topics, take the AR System Application
Requirements Analysis, Design, and Development class offered by Educational
Services.

Chapter 1 About the AR System development process 11


BMC Remedy Action Request System 7.5.00

What is an AR System application?


An AR System application is a software tool that you create to track data, processes,
and issues. To create applications, you collect forms, workflow, and related objects
into a single object that you can manage and distribute. The forms that you create
contain fields, in which users enter the information that you want to gather for
your application. You use the forms to collect and display data, the workflow to
direct the action of the application, and the related objects to complete the forms
and workflow.
A form is the basic user interface and building block of an application. The forms
that you create contain fields, in which users enter the information that you want to
gather for your application. As users add and update field data, the backend
database is updated. Each form corresponds to a set of tables in the database, and
each field corresponds to a column in a table. When the user submits the form, the
information entered on the form updates the corresponding database tables.
Workflow objects (active links, filters, escalations, active link guides, and filter
guides) tie together events (for example, user actions and changes to related data)
and actions (for example, changes to the data and messages and other interaction
with the user) to define the behavior of the application. Workflow objects are
action-based, which means that their definitions are evaluated when data changes
state or a specific action is initiated. Workflow is executed when a specified
condition occurs, such as a user tabbing into a field, time passing, or a process
running.
For example, a complete trouble ticket application might consist of a main form
that contains the caller ID, problem description, and work log information and
several secondary forms that are linked to the main form to manage caller
information or aging tickets.
For complete descriptions of the key components that make up AR System
applications, see the Concepts Guide.

Determining what to track


What you track depends on your business processes and rules that deal with data
and events. Gather requirements for an application from users, managers, and
other administrators who have a stake in the business process and how the
application will support it.
When analyzing a business process and business rules, identify transition points
in the process, where data moves from one state to another. Consider how groups
of people in your organization handle the data during state transitions. Because the
AR System application that you develop can control transitions and enforce
business rules, you need a clear and correct understand of them.

12 Introduction to Application Development with BMC Remedy Developer Studio


Deciding what to build

When analyzing your data tracking needs, gather the following information:
 What is the life cycle of the data: data capture, data storage, data retrieval, data
update, data archival, and data retirement?
 What types of information can be tracked together?
 Where does the data come from? Other systems? User data entry?
 Where could redundant data entry occur?
 Where can data be just referenced or displayed instead of entered or modified?
Where can data be reused?
 What kinds of reports and information do users need from your application?
 Following normal business practices, when will the application’s data become
irrelevant?
You can address these questions when designing your application and deciding
how many forms will define the processes that you identified. The number of
forms that you create depends on the smallest unit of data that you want to track
and how you want that type of data to relate to other types of data. For example,
to keep all data about assets in a single form, your asset form needs fields to
accommodate information about manufacturers. Instead, to avoid duplicating
information about manufacturers for each asset, your application could have a
form for assets, and link it to a separate form for manufacturers through workflow
and logical joins.

Deciding what to build


When designing filters, escalations, and active links that define the workflow
process, consider the following issues:
 What is your current workflow process? Create a flowchart that describes your
current problem-solving process (for example, see Figure 1-1).
 What events in your process trigger specific actions? Can you use shared
workflow?

Chapter 1 About the AR System development process 13


BMC Remedy Action Request System 7.5.00

Figure 1-1: Workflow process example

User Front Line Back Line Management

Check for new


Discover problem and problems and assign
report it to dispatcher. priority.
Check staff availability
and assign problems. Check for new New Problem List
Send daily list of new assignments and
problems to begin problem
management. resolution.

Track open problems. Check history reports


Escalate high-priority for similar problems.
problems open longer
than one day. Follow procedures for
identifying and
Escalate medium- resolving problems.
priority problems open
longer than 2 days.
Report escalated
problems to
management.
Escalated Problems

Check for new Close resolved Monitor open


problems and assign problems and report problems and track
priority. to dispatcher. escalations.
Check staff availability
and assign problems.
Send daily list of new
problems to
management.
Notify user of problem
resolution.

Summary Information

14 Introduction to Application Development with BMC Remedy Developer Studio


Using the proper tools for the tasks

Using the proper tools for the tasks


AR System uses servers to manage data. The following table summarizes the main
servers. For more information about AR System servers, see the Configuration
Guide.

Table 1-1: Servers used o manage data


Server Use
AR System server Processes data it receives from AR System clients, and
passes the data to the database server to be stored.
Database Stores definitions and data for the AR System server.
Web server Serves as a repository for web applications. Displays the
appropriate page to an authorized user.

You use AR System client tools to perform administrative tasks:

Table 1-2: Clients used to perform administrative tasks


Client Tasks
BMC Remedy User or form Administrator tasks:
in a browser  Create groups and roles.
 Create users and assign licenses.
 Manage AR System server settings and licenses.
User tasks:
 Access AR System forms and applications to create and
search for requests.
BMC Remedy Developer Developer tasks:
Studio  Create and update application, forms, and workflow.
Configuration Tool Administrator tasks:
 Modify mid tier settings for AR System servers,
passwords, logging, caching, and authenticating web
services.
 Specify home page and preference and catalog servers.
BMC Remedy Data Import Administrator tasks:
 Import data into existing AR System forms.
BMC Remedy Alert Inform users when they receive alerts.
BMC Remedy User Connect to the AR System server without the graphical user
command line interface interface of BMC Remedy User. Use this tool to automate
(CLI) tasks.
Import/export command Connect to the AR System server to import and export object
line interface (CLI) definitions without the graphical user interface of
BMC Remedy Developer Studio. Use this tool to automate
tasks.
BMC Remedy Data Import Connect to the AR System server to import data without the
Command Line Interface graphical user interface of BMC Remedy Data Import. Use
(CLI) this tool to automate tasks.

Chapter 1 About the AR System development process 15


BMC Remedy Action Request System 7.5.00

A summary of the development process


The following table summarizes the process for developing an AR System
application.

Table 1-3: Tasks in the development process


Tasks How For more information, see . . .
Plan 1 Analyze and determine your business  Concepts Guide
processes, events, user functions, and so on.  “AR System Application Requirements
2 Create a detailed design specification. Analysis, Design, and Development”
course
Build the 1 Use BMC Remedy Developer Studio to  Form and Application Objects Guide
application create the application and the forms,  Configuration Guide
workflow, and other objects in it.  “AR System 7.x: Administering - Part 2”
2 Define groups or roles and their access course
permissions.  “AR System 7.x: Administering - Part 3”
course
Test and tune 1 Select a group of people to test the  Optimizing and Troubleshooting Guide
the application application.  Workflow Objects Guide
2 Make adjustments to the UI, workflow, and  Configuration Guide
server environment to maximize  “AR System 6.x: Performance Tuning
performance. and Troubleshooting” course
Move the 1 Use BMC Remedy Developer Studio to  Configuration Guide
application to export the application and install it on the  BMC Remedy Migrator Guide
production production server.
2 Add and license users.
3 Consider using a product like BMC Remedy
Migrator to identify differences among
objects on different servers or to import
definitions.

Tips for designing applications


This section offers tips for designing the layout of the forms in your applications.
By following standard UI design practices, you can help your users understand
how to fill out forms more easily.
Usability studies show that users prefer to complete major tasks quickly and
accurately. User-friendly applications provide the following benefits:
 Improve user task completion rates by 25–50%.
 Reduce technical support time by 20–30%.
 Reduce training time by 30–40%.
 Reduce user frustration level by 0–50%.

16 Introduction to Application Development with BMC Remedy Developer Studio


Tips for designing applications

To create user-friendly applications, observe the application design principles that


follow.

Helpful design tips


The following tips can help you design better applications:
 Target common tasks—Design around the three or four most common tasks
that your users are likely to perform. If you have several types of users (for
example, managers and support personnel), design separate forms, tabs, or
views for each type.
 Group elements—Group information that belongs together in the same area.
For example, keep all customer address information in one area. Label each
section clearly. Use white space to separate the grouped information.
 Emphasize elements—Place important elements, such as required fields, at the
top of the grouped sections. Place optional or less important elements at the
bottom. Buttons should immediately follow the section upon which they act.
 Simplify the interface—To increase your user success rates:
 Reduce the required steps to accomplish the most common user tasks.
 Reduce the amount of text and font types, design elements (such as buttons
and fields), and graphics. Consider eliminating elements that are not
required.
 Create smaller tables.
 Plan your design around the tasks users must accomplish and the fields
required to accomplish those tasks. As a general rule, 80% of optional fields
can be eliminated.
 Create contrast—Choose a light background color that makes black text easy to
read. Avoid light-colored text and dark, multicolored, or textured backgrounds.
Use headings, bold text, and light-colored cells and borders to make important
elements stand out.
 Align elements—Align your fields and field labels. Misaligned fields create
visual confusion and draw the user’s attention away from the tasks they must
perform.
 Be consistent—Keep language simple and consistent. For example, use either
Postal Code or Zip Code, but not both. Use similar field lengths and button
types for similar actions.
 Provide feedback—Provide a message or clearly change the way the interface
appears after a user performs an action. For example, if the user performed the
wrong action, supply an error message that explains why the action did not
succeed and what the user must do next.
 Test your application—Customers can give feedback on your application from
a user point of view. Test your application with a cross-section of customers that
best reflects your intended audience.

Chapter 1 About the AR System development process 17


BMC Remedy Action Request System 7.5.00

Effective user interface design


Figure 1-2 illustrate the design principles outlined in this section. Its poorly
designed user interface has misaligned, extraneous, and disorganized fields. The
bottom sections are not labeled. The Clear Table button does not follow the
appropriate section. Important elements blend in with less important ones, making
it more difficult to accomplish tasks quickly.

Figure 1-2: Poorly designed interface

Figure 1-3 shows a well-designed interface that includes only necessary fields that
are grouped and aligned. Important fields stand out from the background,
enabling users to accomplish tasks quickly.

Figure 1-3: Well-designed interface

18 Introduction to Application Development with BMC Remedy Developer Studio


Accessibility for users with disabilities

Helpful resources
For more information about usability design principles, talk to a usability
consultant or see the following books and websites.

Books
 Designing Web Usability: The Practice of Simplicity, by Jakob Nielsen
 GUI Bloopers 2.0: Common User Interface Design Don'ts and Dos, by Jeff Johnson
 Don't Make Me Think: A Common Sense Approach to Web Usability, 2nd
Edition
 Don't Make Me Think: A Common Sense Approach to Web Usability, 2nd Edition, by
Steve Krug
 The Humane Interface: New Directions for Designing Interactive Systems, by Jef
Raskin (Paperback)
 About Face 3: The Essentials of Interaction Design, by Alan Cooper, Robert
Reimann, and David Cronin

Websites
 http://www.uie.com
 http://www.upassoc.org
 http://www.nngroup.com
 http://www.useit.com

Accessibility for users with disabilities


Both BMC Remedy User and the mid tier support users who need assistive
technology such as JAWS (Job Access with Speech). For more information about
accessibility in a browser, see the BMC Remedy Mid Tier Guide.

Chapter 1 About the AR System development process 19


BMC Remedy Action Request System 7.5.00

20 Introduction to Application Development with BMC Remedy Developer Studio


Chapter

2 Using the AR System


development environment

This section is an introduction to using BMC Remedy Developer Studio to develop


applications.
The following topics are provided:
 Starting BMC Remedy Developer Studio (page 22)
 Developer perspective overview (page 24)
 Finding objects (page 27)
 Creating objects (page 44)
 Modifying objects (page 45)
 Working with working lists (page 59)
 Working with applications and packing lists (page 61)
 Working with perspectives (page 64)

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BMC Remedy Action Request System 7.5.00

Starting BMC Remedy Developer Studio


This section explains how to start and log in to BMC Remedy Developer Studio.
You can log in to an AR System server from any computer on the network that has
access to the server.

NOTE
To use BMC Remedy Developer Studio, you must be an AR System administrator
or subadministrator. See the Form and Application Objects Guide.

 To start BMC Remedy Developer Studio and log in to AR System servers


1 Choose Start > Programs > BMC Software > AR System > BMC Remedy Developer
Studio 7.5.
2 To change the location of your workspace in the Workspace Launcher, click
Browse, select or create a directory, and click OK.
BMC Remedy Developer Studio stores local preferences and other configuration
information in the workspace directory. To maintain different sets of local
preferences and other configuration information, create two or more workspace
directories. To clear all local preferences, configured AR System servers, and other
local preferences and start BMC Remedy Developer Studio in its initial state, exit
BMC Remedy Developer Studio, delete the workspace directory, and restart
BMC Remedy Developer Studio.
3 In the Workspace Launcher, select the check box if you do not want to see this
dialog box during login, then click OK.
4 In the User Name field of the Login window, enter the name of an AR System
administrator or subadministrator, such as Demo.
An AR System user name is case-sensitive, which means you must type Demo, not
demo or DEMO.

NOTE
During initial installation, the Demo user is created without a password. To keep
AR System secure, add a password for Demo as soon as possible. See the
Configuration Guide.

5 Enter the password of the AR System user.


6 (Optional) If you are required to specify an authentication string or a preference
server, click Options.
a Enter an authentication string.
Whether you need an authentication string depends on how your server
validates users. For most situations, this field is not used. For more information,
see the Configuration Guide.
You can also define use of an External Authentication (AREA) plug-in. For more
information, see the Integration Guide and the C API Reference.

22 Introduction to Application Development with BMC Remedy Developer Studio


Starting BMC Remedy Developer Studio

You must inform clients whether an authentication string is needed when


logging in and what that string should be. For most situations, this field is not
used and remains empty.
b In the Preference Server field, type the name of your preference server. If the
preference server does not use the default TCP port, type the port number in the
Preference Server TCP field.
A preference server is the AR System server on which the AR System preference
forms are installed. This server stores your administrator and user preferences
in a central location where they can be accessed from any client computer. You
define a server as a preference server during or after installation.
If you always log in from the same computer, leave this field blank to store your
preferences locally in the workspace directory.
For more information, see the Configuration Guide and BMC Remedy User Help.
7 If you have already configured AR System servers to connect to, click Login (and
skip the rest of this procedure).
8 Click Edit Server List.
9 In the Server List dialog box, click Add.
10 Click Enter a server name in the Servers column, and type the server name.
To prevent BMC Remedy Developer Studio from connecting to a server, clear the
server’s check box.
11 If the server does not use the default TCP port, click in the TCP column and type
the port number.
12 Repeat steps 9 through 11 for each server BMC Remedy Developer Studio must
connect to.
13 Click OK.
14 In the Login dialog box, click Login.

Changing the current login


To log in to a different server or as a different user, you must change your login.

 To change the current login


1 Choose File > Login.
2 In the Login dialog box, change the server list, user name, password, and other
information as described in “To start BMC Remedy Developer Studio and log in to
AR System servers” on page 22.
3 Click Login.
You can use the File > Switch Workspace command to select another workspace
and log in using it.

Chapter 2 Using the AR System development environment 23


BMC Remedy Action Request System 7.5.00

Exiting BMC Remedy Developer Studio


When you exit BMC Remedy Developer Studio, you are prompted to save any
unsaved objects. If you changed the layout of windows, preferences, or anything
else saved in the workspace directory, the changes are saved for your next login.

 To exit BMC Remedy Developer Studio


1 Choose File > Exit.
2 Click OK.
The Progress Information dialog box appears briefly as changes are saved to the
workspace directory.

Developer perspective overview


BMC Remedy Developer Studio is an Eclipse application. The Eclipse application
platform uses perspectives to organize windows into layouts. BMC Remedy
Developer Studio includes the Developer perspective, which contains views and
editors that you use to find, create, and modify objects on AR System servers, and
the Editor perspective, which contains just the editors and views that you need
when you are editing an object. The AR System documentation usually uses tab to
refer to a view or editor in BMC Remedy Developer Studio.

NOTE
BMC Remedy Developer Studio does not support large DPI fonts, which are
configured in the Properties dialog box of Windows computers.

About views and editors


All areas in the perspectives except the editor area contain views in tab groups.
Different views serve different functions. Use views to
 Find objects to open in an editor
 Select a part of an object to view or change in an editor
 Get information about your work in an editor
 Set properties of objects
The editor area contains editors one or more tab groups. Use editors to modify
AR System server objects.
The AR System documents use tab to refer to a view or editor. For information
about how to control tabs, see “Arranging tabs in the perspective” on page 64.

24 Introduction to Application Development with BMC Remedy Developer Studio


Developer perspective overview

Figure 2-1: BMC Remedy Developer Studio and the Developer perspective
AR System Navigator Editor area Object list tab group Outline tab Perspective bar

Messages, Progress, Relationships, Search Results, and Analyzer tabs Status bar Properties tab

As shown in Figure 2-1, the Developer perspective has several parts:


 AR System Navigator—Contains a tree of objects for each AR System server
that BMC Remedy Developer Studio is connected to.
Use the items in the tree to create and access objects on the server. See “Objects
in the AR System Navigator” on page 27 and “Creating objects” on page 44.
 Object list tab group—Contains tabs with lists of server objects.
Use these lists to find objects to examine or modify. See “Objects in object lists”
on page 29.
 Editor area (tab group)—Contains tabs with editors.
Use the editors to create and modify AR System objects. See “Working with
editors and related tabs” on page 49 for an overview of the BMC Remedy
Developer Studio editors and how to control editors in the editor area.

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BMC Remedy Action Request System 7.5.00

 Outline tab—Displays a structural outline of the object that you are working on
for most editors. For the form editor, the Outline tab also displays a reduced-size
visual Zoom Overview of the form.
Use this tab to select items in the object. When you select an item in the outline,
it is also selected in the editor, and vice versa. Use the form Zoom Overview to
position the form editor on a part of the form.
 Properties tab—Displays the properties of the object that you are working on in
an editor or the properties of a form view or a field in a form.
Use this tab to check or change the properties of objects, form views, and fields.
See “Properties tab” on page 50.
 Messages tab—Displays messages about the work that you are doing in an
editor.
Double-click a message to go to the relevant location in the editor. See
“Messages tab” on page 58.
 Progress tab—Shows the progress long operations, such as an export or import.
You can continue working while the operation runs.
 Relationships tab—Displays a list of related fields and objects.
Use the Show Relationships command to display related fields and objects.
Double-click an item to edit the object and go to the relevant location in the
editor. See “Finding related objects” on page 37.
 Search Results tab—Displays a list of server objects that contain text that you
specify.
Use the Search command to find objects that satisfy your search criteria. You can
use the Search Results tab like an object list. See “Searching for objects” on
page 33.
This tab does not appear until you use the Search command or explicitly open
the Search Results tab.
 Analyzer tab—Displays the results of the analysis of one or more objects.
Use the Analyze command to analyze objects. Double-click an item to edit the
object and go to the relevant location in the editor. See the Workflow Objects Guide
for information about the analyzer.
This tab does not appear until you use the Analyze command or explicitly open
the Analyzer tab.

26 Introduction to Application Development with BMC Remedy Developer Studio


Finding objects

 Perspective bar—Makes it easy to switch perspectives.


See “Perspective operations” on page 69.
Initially, the Search Results and Analyzer tab do not appear in the Developer
perspective. Also, by default the Messages, Progress, Relationships, and
Analyzer tabs shares a tab group in the Developer perspective. For more
information about tabs, tab groups, and perspectives, see “Arranging tabs in the
perspective” on page 64.
 Status bar—Displays information about the user logged in and about the object
being edited.

NOTE
If you cannot find a tab, it might be minimized or closed. To open a minimized tab,
click the Restore icon in the window margin. If the tab is closed, use the Window >
Show View menu to open it.

Finding objects
You can use the following method in BMC Remedy Developer Studio to find the
server objects that you need to view or modify:
 Browse the AR System Navigator.
 Create working lists.
 Sort and filter object lists.
 Search for fields and objects with specified text in certain properties.
 Show and sort lists of related objects.
For information about Creating, modifying, and deleting objects, see “Creating
objects” on page 44 and “Modifying objects” on page 45.

Objects in the AR System Navigator


Use the AR System Navigator, shown in Figure 2-1 on page 25, to find server
objects to view or modify.
The AR System Navigator contains a tree for each connected server. The server
icon shows whether the server is connected and whether you are logged in as an
administrator or subadministrator.

Table 2-1: Server icons


Icon Represents...
Disconnected server
Server, logged in as administrator
Server, logged in as subadministrator

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BMC Remedy Action Request System 7.5.00

For information about subadministrator access to objects, see the Form and
Application Object Guide.
The AR System Navigator gives you access to the following lists and objects:
 Working Lists—Each item represents a working list.
Create a working list to collect server objects that you use to complete an
application development or maintenance task. Double-click an item to open the
working list in the object lists tab group. From the object list, you can access the
object in the working list. See “Objects in object lists” on page 29.
Use the special Reserved Objects working list to access reserved objects. For
information about object reservation, see the Form and Application Objects Guide.
Create a working list to collect server objects that you use to complete an
application development or maintenance task. See “Working with working
lists” on page 59.
 Applications—Each item represents application defined on the server.
Double-click an item to open the application in the object lists tab group. From
the object list, you can access the objects in the application. See “Objects in object
lists” on page 29.
 Packing Lists—Each item represents a packing list defined on the server.
Double-click an item to open the packing list in the object lists tab group. From
the object list, you can access the objects in the packing list. See “Objects in object
lists” on page 29.
 All Objects—Each item represents a list of all objects of a type defined on the
server.

NOTE
Working lists and applications provide a way to access server objects in a working
context. Using these containers can reduce the time to find objects that you need to
access.

28 Introduction to Application Development with BMC Remedy Developer Studio


Finding objects

Objects in object lists


The object list tab group contains the object lists that you open during your
BMC Remedy Developer Studio session. All object lists are closed when you exit
BMC Remedy Developer Studio.

Figure 2-2: Object lists tab group

Object lists can include all objects of a particular type defined on the server. They
can also lists the contents of container:
 Application object list—All objects in the application
 Packing list object list—All objects in the packing list
 Working list object list—All objects in the working list
You can change column shown and the layout of an object list and filter the
contents to help you find the objects that you need to view or modify.

 To open an object list


 In the AR System Navigator, double-click a working list, application, packing
list, or object type item.
Object lists are identified with the icons in Table 2-2.

Table 2-2: Object list icons (Sheet 1 of 2)


Icon Represents...
Active links
Active link guides
An application or applications
Distributed mappings
Distributed pools
Escalations
Filters
Filter guides
Flashboards
Flashboard alarms
Flashboard variable

Chapter 2 Using the AR System development environment 29


BMC Remedy Action Request System 7.5.00

Table 2-2: Object list icons (Sheet 2 of 2)


Icon Represents...
Forms
Groups
Images
Menus
A packing list or packing lists
Roles
A working list
Web Services

NOTE
There is an Applications objects list that lists all applications and a Packing Lists
object list that lists all packing lists. There is also an object list for each application
or packing list that lists the objects in that container.

 To change the columns shown in an object list


1 Choose Window > Preferences to open the Preferences dialog box.
2 In the BMC Remedy Developer Studio branch, click Object List View to show the
Object List View preferences.
3 In the list, choose the object type.
4 In the table, change the value in the Display column to show or hide columns in
the object list.
5 Use the Up and Down button to position the columns.
6 Use the Import button to read column preferences from an XML file, or use the
Export button to write preferences to an XML file.
7 Click Restore Defaults to restore the object list configuration for the selected object
type to the defaults.
8 Click OK to save your changes.
9 Close and reopen the object list to see your changes.

30 Introduction to Application Development with BMC Remedy Developer Studio


Finding objects

 To change the layout of an object list


 Click the appropriate layout button in the object list tab group toolbar. See
Figure 2-3 on page 31.
The following object list layouts are provided:
 Single list—A list of all objects in the object list. This is the only layout
available for object type lists, which do not have layout buttons.
 View by type—A sequence of panels, one for each object type. Expand a
panel to see its list. This layout is available for the application, packing list,
and working list views.
 View by form—A sequence of panels, one for each form. Expand a panel to
see a list that includes the form and its related objects. This layout is available
only for View by Form working lists.

Figure 2-3: Object list view by form


View by Form button
Collapsed panel View by Type button

Expanded panel Single List button

NOTE
Switching a list of many objects or a list on a server with very many objects to single
list layout can take some time as information about all the objects is retrieved.

 To expand or collapse a panel in an object list


 Click the triangle or the text on the panel header.

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BMC Remedy Action Request System 7.5.00

 To sort the contents of an object list


 Click a column heading to sort the list by that column.
Use this method to bring together items with common values.

 To filter the contents in an object list


1 Click the triangle button or the Filtering Options text at the top of the object list to
open the filtering options panel.
2 From the first drop-down list, select the column to use to filter the object list.
For a single object list, the columns shown are the columns in the list. For an
application, packing list, or working list views and for search results, the columns
shown are the columns configured for all object types in the list.
3 From the second drop-down list, select the compare operation.
The compare operations available depend on the data type of the column selected.
4 In the text field, type the value to match.
The items in the list are filtered as you type.
5 For view by type lists, to remove an object type from the list, clear the check box
for that type.
The object list is updated to include only objects that match the filter specifications.

 To locate an object in an object list


1 Select an object in the list.
2 Quickly type the first few characters of the name of the object that you want to find.
The first item in the list that begins with those characters is selected.

 To close an object list


 Click the close button on the list tab.
See “Arranging tabs in the perspective” on page 64 for common tab operations.

 To close all object lists


 Right-click any item in the AR System Navigator and choose Close all open
Object Lists from the pop-up menu.

32 Introduction to Application Development with BMC Remedy Developer Studio


Finding objects

Refreshing an object list


When you add certain types of objects to an application, the objects might not be
immediately visible in the application object list. For example, when you attach a
menu to a field on a form in an application, the menu is associated with the
application, but the application list might not immediately recognize that
association.

 To refresh objects in a list


 Choose File > Refresh.

Searching for objects


The Search command lists in the Search Results tab those forms whose fields or
those objects whose attributes, properties, and field references match a text string
or field ID that you specify. For example, use search to find the following:
 All forms that have fields whose names is, begins with, or contain the search
string.
 All objects of a given type whose names is, begins with, or contain the search
string.
 All workflow objects of a given type that have an associated form whose names
begins with or contain the search string.
 All workflow objects of a given type that reference a field with a specified name.
To perform a search, you specify the text to search for, the type of objects to search,
and the location in the objects of the target text to search. You can also use options
to control the search.

IMPORTANT
To search for objects, BMC Remedy Developer Studio uses object relationships
recorded by the AR System server. For the Search command to work, Record
Object Relationship must be enabled on the Configuration tab of the AR System
Administration: Server Information form. See the Configuration Guide for details.

If BMC Remedy Developer Studio is connected to a server when Record Object


Relationship is enabled, you must use File > Login to reconnect for the Search
command to be available.

To find objects that are related to a specific field or object, see “Finding related
objects” on page 37.

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BMC Remedy Action Request System 7.5.00

 To list objects that contain specified text


1 Choose Search > Search.

Figure 2-4: Search dialog box.

2 In the Search dialog box,


a Select the server to search in the Server field.
b Type the text to find in the Search Text field.
c To search for a field ID, select Treat as Field ID.
The Search Text must be a positive integer.
d Select an Object Type and a Target Text Location for the search.
For descriptions of available search locations, see Table 2-3 on page 35.
e To search two or more object types or locations, select additional object types
and locations in other rows.
f To add rows, click one of the plus (+) buttons.
g To remove a row, click its minus (-) button.
h To limit the search, select an option in Match.
i To search string constants, select one or both options in Sting Constants Match.
j To limit the search to selected objects, select Selected Objects and click Choose
to select the objects.

34 Introduction to Application Development with BMC Remedy Developer Studio


Finding objects

3 Click Search to perform the search.


The Progress tab display the search progress. When the search completes, the
Search Results tab displays a list of fields and objects.
Table 2-3 lists and describes the locations available for search.

Table 2-3: Object types and search locations (Sheet 1 of 2)


Target Text Location Object types Description
Active Link Active link guides Names of active links in guides
Call Guide Active links Names of guides called in Call Guide
Filters actions
Change Field Active links Names or IDs of fields that are
referenced in Change Fields actions
DDE Active links Names or IDs of fields that are
referenced in DDE actions
Direct SQL Active links SQL commands in Direct SQL actions
Escalations
Filters
Filter Filter guides Names of filters in filter guides
Form Active links Names of associated forms in workflow
Active link guides objects
Applications
Escalations
Filters
Filter guides
Form Applications Names of forms in applications
Form Menus Names of forms that contains a field
that uses one of the menus
Go To Active links Names or IDs of fields that are
Filters referenced in Go To actions
ID Fields IDs of the fields in forms
Note: Treat as Field ID must be selected.
Message Active links Message text in Message actions
Filters

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BMC Remedy Action Request System 7.5.00

Table 2-3: Object types and search locations (Sheet 2 of 2)


Target Text Location Object types Description
Name Active links Names of objects or fields
Active link guides
Applications
Distributed mappings
Distributed pools
Escalations
Fields
Filters
Filter guides
Flashboards
Flashboard alarms
Flashboard variables
Forms
Menus
Web services
Notify Escalations Names or IDs of fields that are
Filters referenced in Notify actions
OLE Automation Active links Names of Methods in OLE Automation
action
Open Window Active links Names or IDs of fields that are
referenced in Open Window actions
Push Fields Fields Active links Names or IDs of fields that have values
Escalations changed in Push Fields actions
Filters
Push Fields From Form Active links Names of forms referenced in a Push
Escalations Fields action with Data Destination set
Filters to SERVER
Push Fields If Active links Names or IDs of fields that are
Escalations referenced in Qualifications in Push
Filters Fields actions
Run If Active links Names or IDs of fields that are
Escalations referenced in Run If Qualifications
Filters
Run Process Active links Command Lines in Run Process actions
Escalations
Filters
Set Fields Fields Active links Names or IDs of fields that have values
Escalations changed in Set Field actions
Filters
Set Fields From Form Active links Names of forms referenced in a Set
Escalations Fields action with Data Source set to
Filters SERVER
Set Fields If Active links Names or IDs of fields that are
Escalations referenced in Qualifications in Set
Filters Fields actions

36 Introduction to Application Development with BMC Remedy Developer Studio


Finding objects

Objects in the Search Results tab


The Search Results tab has the following features of object lists:
 Single List and View by Type layouts
 Filtering Options
 Sorting on columns
 Pop-up menu commands
To find objects in the Search Results tab, see “Objects in object lists” on page 29 for
applicable procedures.

Finding related objects


The Show Relationships command lists in the Relationships tab all fields and
objects related to a selected field or object. For example, use relationships to find
the following:
 All workflow objects that have a given form as an associated form.
 All Open Window actions that open a given form.
 All forms and fields that reference a given image or menu.
 All images or menus that are referenced by any field in a form or by a particular
field.
Only objects in the same server as the selected object are shown in the
Relationships tab. Relationships with objects in different servers, such as a Push
Fields action to a form in a different server, are not included.

IMPORTANT
To show relationships, BMC Remedy Developer Studio uses object relationships
recorded by the AR System server. For the Show Relationships command to be
available, Record Object Relationship must be enabled on the Configuration tab of
the AR System Administration: Server Information form. See the Configuration
Guide for details.

If BMC Remedy Developer Studio is connected to a server when Record Object


Relationship is enabled, you must use File > Login to reconnect for the Show
Relationships command to be available.

To find forms whose fields or objects whose attributes, properties, and field
references match a text string or field ID that you specify, see “Searching for
objects” on page 33.

 To list fields and objects related to an object


 In an object list, the Relationships tab, or the Search Results tab, right-click an
object and choose Show Relationships.
The Relationships tab lists the fields and objects related to the selected object.

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BMC Remedy Action Request System 7.5.00

 To list fields and objects related to a field


 In the form editor, right-click a field and choose Show Relationships.
The Relationships tab lists the fields and objects related to the selected field.

NOTE
If two or more objects are selected in a list or two or more fields are selected in the
form editor, the Show Relationships command is not available.

 To list fields and objects related to a field or object by selecting it in an


editor
1 Select the Relationships tab in its tab group.
2 Select the Link with Editor button with two yellow arrows in the tab group toolbar.
See Figure 2-5 on page 39.
3 Select a field or a workflow object.
 Select a field in the form editor or Outline tab.
The Relationships tab lists the fields and objects related to the selected field.
 Make a workflow editor active.
The Relationships tab lists the fields and objects related to the workflow object
being edited. While Link with Editor is selected, each time you select a field or
workflow object, the Relationships tab is immediately updated.

Working with the Relationships tab


The Relationships tab list the relationships between a field or object and other
fields and objects.

38 Introduction to Application Development with BMC Remedy Developer Studio


Finding objects

Figure 2-5: Relationships tab


Link with Editor
Next
Previous
Refresh

The list in the Relationships tab contains the following columns:


 Name—The name of the field or object.
 Object Type—One of the object types listed at the beginning of this section.
 Relationship Type—One of the relationship types listed at the beginning of this
section.
 Field ID—For a field, its ID; otherwise, blank.
 Form—For a field, the form it is in; otherwise, blank.
 Action Number—For a workflow object and a relationship with a workflow
action, the number of the action in the sequence of If or Else actions; otherwise,
blank.
 WS Operation—For a relationship with a web service, the operation; otherwise,
blank.

Chapter 2 Using the AR System development environment 39


BMC Remedy Action Request System 7.5.00

Table 2-4 lists all the relationship types reported in the Relationships tab, groups
by the field or object selected the Show Relationships command is run.

Table 2-4: Relationship types (Sheet 1 of 4)


Field or Relationship Type Description
Object Type
Active link Active Link associated form Active Link related to form
Active Link primary form Active Link related to primary form
Active Link selected secondary Active Link related to chosen
form secondary form
Entry Point active link Active Link Guide references entry
point active link
Guide active link Active Link Guide references active
link
Packing List active link Packing List references an active
link
Application Packing List application Packing List references an
application
Escalation Packing List escalation Packing List references an
escalation
Field Field as Control field Active Link references field as a
control field
Field as Focus field Active Link references field as a
focus field
Field as Label field Menu references field as a label
field
Field as Value field Menu references field as a value
field
Field in Automation action Active Link references field in an
Automation action
Field in Change Field action Active Link references field in a
Change Field action
Field in DDE action Active Link references field in a
DDE action
Field in Goto action Object references field in a Goto
action
Field in menu qualification Menu references field in a
qualification
Field in Message action Object references field in Message
action
Field in Notify action Filter references field in a Notify
action
Field in Push Fields action Object references field in a Push
qualification Fields action qualification
Field in qualification Object references field in a
qualification

40 Introduction to Application Development with BMC Remedy Developer Studio


Finding objects

Table 2-4: Relationship types (Sheet 2 of 4)


Field or Relationship Type Description
Object Type
Field Field in Run Process action Object references field in a Run
(continued) Process action
Field in Set DDE action Active Link references field in a Set
DDE action
Field in Set Fields action Filter API Filter references field in Set Fields
action Filter API definition
Field in Set Fields action Object references field in Set Fields
qualification action qualification
Field in Set Fields action Run Object references field in a Set
Process command Fields action Run Process
command
Field in Set Fields action SQL Object references field in a Set
command Fields action SQL command
Field in Set Fields action Web Filter references field in Set Fields
Service action Web Service definition
Field in SQL Command action Object references field in a SQL
command action
From field in Push Fields action Object references (From) field in
Push Fields action
From field in Set Fields action Object references (From) field in Set
Fields action
Input From field in Service action Object references Input From field
in a Service action
Input To field in Service action Object references Input To field in a
Service action
Map Close From field in Open Active Link references a Map Close
Window action From field in an Open Window
action
Map Close To field in Open Active Link references a Map Close
Window action To field in an Open Window action
Map Open From field in Open Active Link references a Map Open
Window action From field in an Open Window
action
Map Open To field in Open Active Link references a Map Open
Window action To field in an Open Window action
Message field in Open Window Active Link references a Message
action field in an Open Window action
Output From field in Service action Object references Output From
field in a Service action
Output To field in Service action Object references Output To field in
a Service action

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Table 2-4: Relationship types (Sheet 3 of 4)


Field or Relationship Type Description
Object Type
Field Qualification field in Open Active Link references a
(continued) Window action Qualification field in an Open
Window action
Report field in Open Window Active Link references a Report
action field in an Open Window action
Request Id field in a Service action Object references Request Id field
in a Service action
Sort field in Open Window action Active Link references a Sort field
in an Open Window action
Target Location field in Open Active Link references a Target
Window action Location field in an Open Window
action
To field in Push Fields action Object references (To) field in Push
Fields action
To field in Set Fields action Object references (To) field in Set
Fields action
Web Service field Web Service references a field
Filter Guide filter Filter Guide references filter
Packing List filter Packing List references a filter
Form Active Link Guide form Active Link Guide references a
form
Application form Application references a form
Application primary form Application references a form as its
primary form
Dialog form in Open Window Active Link references a Dialog
action form in an Open Window action
Escalation associated form Escalation related to form
Escalation primary form Escalation related to primary form
Escalation selected secondary form Escalation related to chosen
secondary form
Filter associated form Filter related to form
Filter Guide form Filter Guide references a form
Filter primary form Filter related to primary form
Filter selected secondary form Filter related to chosen secondary
form
Form in Service action Object references form in a Service
action
Packing List form Packing List references a form
Table field form Field references form as a table field
Web Service form Web Service references a form

42 Introduction to Application Development with BMC Remedy Developer Studio


Finding objects

Table 2-4: Relationship types (Sheet 4 of 4)


Field or Relationship Type Description
Object Type
Guide Guide in Call Guide action Object references guide in a Call
Guide action
Packing List active link guide Packing List references an active
link guide
Packing List filter guide Packing List references a filter
guide
Image Image in field Field references image object
Image in form Form references image object
Packing List image Packing List references an image
Menu Menu form Menu references a form
Menu in field Field references menu
Packing List menu Packing List references a menu
Packing list Application packing list Application references a packing
list
Packing List packing list Packing List references a packing
list
Web Service Packing List web service Packing List references a web
service

Using the list in the Relationships tab, you can perform the following actions:
 Click a column heading to sort the list by the values in that column.
Sort on Object Types when you need to find a certain object, such as a menu. Sort
on Relationship Types when you need to find objects that have a specific
relationship, such as a workflow action that references a selected field.
 Select one item in the list. The Relationships tab does not allow multiple
selection.
 Double-click an item to open the object in its editor.
If the item is a field, it is selected in the form editor. If the item is a workflow
action with an action reference, the action is selected in the workflow editor.
 Right-click an item and choose Show Relationships to update the Relationships
tab with the relationships of the selected item.

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 Click the Previous and Next buttons to move back and forth through a history
of relationship lists:
 Click the Previous button with the left-pointing yellow arrow in the tab group
toolbar to return to the relationships shown before choosing Show
Relationships in the list or clicking the Next button.
 Click the Next button with the right-pointing yellow arrow in the tab group
toolbar to return the relationships shown before clicking the Previous button.
 Click the Refresh button with one green and one yellow arrow in the tab group
toolbar or press F5 to refresh the list.

Creating objects
You can use the File > New submenu to create an object, but the AR System
Navigator provides a direct way to create an object on a specific server or in a
specific application.

 To create an object on a server


1 In the server branch, open the All Objects branch.
2 Right-click the appropriate object type, and choose the appropriate New menu
command.
The object editor opens. For more information, see “Working with editors and
related tabs” on page 49 and the guides listed in Table 2-5.

Table 2-5: Object editor references


To create... See...
Active link Workflow Objects Guide
Active link guide
Escalation
Filter
Filer guide
Application Form and Application Objects Guide
Distributed mapping BMC Remedy Distributed Server Option Guide
Distributed pool
Flashboard BMC Remedy Flashboards Guide
Flashboard alarm
Flashboard variable
Form Form and Application Objects Guide
Image Form and Application Objects Guide
Menu Form and Application Objects Guide
Packing list Form and Application Objects Guide
Web service Integration Guide

44 Introduction to Application Development with BMC Remedy Developer Studio


Modifying objects

 To create an object in an application


 In the Applications branch, right-click the name of the application and choose
New Object > New objectType.
After you complete any initial dialog boxes, the object editor opens in the editor
area. For more information, see “Working with editors and related tabs” on
page 49 and the guides listed in Table 2-5.

 To save a new object to the server


1 Choose File > Save.
The Save objectType As dialog box appears.
2 Type the name of the object.
Object names must be unique for each AR System server. Names can be as many
as 80 characters, including spaces.
3 Click OK.

NOTE
There are no other restrictions on names, but it is helpful to establish naming
conventions for your work and to make names descriptive.

Modifying objects
You use object editors to make most modifications to server objects. See “Working
with editors and related tabs” on page 49 for editor operations.
Use object lists and the Search Results tab to make the following modification to
objects:

 To rename an object
1 If the object is open for modification, close the editor.
2 In an object list or the Search Results tab, right-click the object and choose Rename.
3 In the Rename dialog box, type the new name and click OK.
Object names must be unique for each AR System server. Names can be as many
as 80 characters, including spaces. Application and packing lists have a single set
of names, so you cannot create an application and a packing list with the same
name.
When you rename an object, all references in any related object (for example, an
active link attached to a form) are automatically updated.

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 To delete an object
1 If the object is open for modification, close the editor.
2 In an object list or the Search Results tab, select the objects to delete.
3 Choose Edit > Delete.
4 In the Confirm Deletion dialog box, click OK.
The objects are removed from the server database.
When deleting server objects, remember the following important facts:
 If you delete a primary or secondary form of a join, the join form is also deleted.
 You cannot delete an object that is open for modification in BMC Remedy
Developer Studio.
 When you delete a form, all associated data and workflow that is not associated
with any other form is deleted. If workflow is shared by multiple forms, it is not
deleted until the last form that uses it is deleted. Menus, applications, and
packing lists must be deleted separately because they are independent of forms.
 When you delete an archive or audit form, the archive or audit properties for the
base form are cleared. See the Form and Application Objects Guide for details about
archive and audit.

 To rename two or more objects


1 Select objects in an object list.
Use the usual Windows methods to select multiple objects. For example, hold
down CTRL and click an item to select or deselect it.
2 Right-click and select Edit.
3 In the Edit dialog box, select the Rename page.
4 In the Rename page, select the rename operation and type the text in the fields.
5 Click Apply to rename the objects or OK to rename the objects and close the dialog
box.

 To modify attributes of two or more objects


1 Select objects in an object list.
2 Right-click and select Edit.
3 In the Edit dialog box, select the appropriate page.

46 Introduction to Application Development with BMC Remedy Developer Studio


Modifying objects

Table 2-6 shows which pages are included for each object type. If you select objects
of different types, only the common pages are included.

Table 2-6: Edit dialog box attribute pages for each object type
Edit dialog box attribute page
Associated Execution Change
Object type Forms Options Permissions History Help Text
Active link + + + + +
Active link guide + + + +
Application + + +
Escalation + + + +
Filter + + + +
Filter guide + + +
Form + + +
Image + +
Menu + +
Packing list + + +
Web Service + + +

4 To associate forms with workflow:


a Select the Associated Forms page.
The Associated Forms list includes all forms associated with any selected object.
b Click Add.
c In the Form Selector, select the forms to associate and click OK.
To filter the list of forms, type a pattern in the Name field. To move to a form in
the list, type the first characters of the name in the Locate field.
d In the Edit dialog box, click Apply to associate the form or OK to associate the
forms and close the dialog box.
5 To change workflow execution options:
a Select the Execution Options page.
Only execution options that apply to all workflow types selected are shown. A
square in the check box indicates that some but not all of the selected objects
have that execution option enabled.
b Select or clear the check boxes to set the appropriate execution options.
c To change the execution order, select an operation from the list and type an
integer in the field.
d Click Apply to update the execution options or OK to update the execution
options and close the dialog box.

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6 To change object permissions:


a Select the Permissions page.
The No Permissions list contains the groups and roles that have no permissions
for the selected objects. The Permissions list contains the groups and roles that
have permissions for at least some of the objects. Groups and roles that have
permissions for all objects have All Objects in the Applicable To column. Other
groups and roles have Some Objects in that column.
b To assign permission to the group or role for all objects selected, click in the
Applicable To and select All Objects.
c To assign permissions to new groups or roles, use the arrow buttons to move the
appropriate groups and roles into the Permissions list.
d For object types that have access levels, for each group or role in the Permissions
list, click the drop-down menu in the Permissions column to set the access level.
e Click Apply to update the permissions or OK to update the permissions and
close the dialog box.

NOTE
To assign permissions for one group to multiple objects, see the discussion
assigning permissions in the Form and Application Objects Guide.

7 To update the change histories:


a Select the Change History page.
b Type the update in the New Description field.
c Click Apply to update the change histories or OK to update the change histories
and close the dialog box.
8 To update or replace the help texts:
a Select the Help Text page.
b Type the new help text in the Help Text field.
c To append the new text to the existing help text for each object, select the
Append check box.
d Click Apply to update the help texts or OK to update the help texts and close the
dialog box.
9 Click OK or Cancel to close the dialog box.

48 Introduction to Application Development with BMC Remedy Developer Studio


Modifying objects

Working with editors and related tabs


This section introduces the BMC Remedy Developer Studio editors. See Table 2-5
on page 44 for references to the detailed documentation of the editors.

 To edit an object
 Double-click an object in an object list, the Relationships tab, or the Search
Results tab.
The editor for the object opens in the editor area. The object name, the application
it is in (if any), and the name of the AR System server are listed at the top of the
editor. The same information, preceded by the object type are listed in the
BMC Remedy Developer Studio title bar for the last selected editor in the editor
area.
If you change an object and do not save your changes, the name of the object on the
editor’s tab has an asterisk before it.

 To save a new object to the server


1 Choose File > Save.
The Save objectType As dialog box appears.
2 Type the name of the object.
Object names must be unique for each AR System server. Names can be as many
as 80 characters, including spaces.
3 Click OK.

NOTE
There are no other restrictions on names, but it is helpful to establish naming
conventions for your work and to make names descriptive.

 To close all editors


 Right-click the tab for any editor and choose Close All.
When you exit BMC Remedy Developer Studio, all editors are closed.

Outline tab
The Outline tab, also called the Outline view, displays a visual overview of the
object in an editor, with the parts of the object shown in a tree. Use it to navigate
within the editor. When you select an item in the outline, it is also selected in the
editor and vice versa. The Outline is available for the application, distributed
mapping, distributed pool, form, web service, and workflow editors.

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Properties tab
The Properties tab, also called the Properties view, is a single place to view and
modify the properties of the object that you are working on in an editor or the
properties of a form view or a field on a form. This tab always shows the properties
of the object, field, or form view in the active editor.
Read-only properties are shown with a grey background. Properties that can be
modified are shown with a white background.

Figure 2-6: Properties tab

Sort Properties button


Show Categories button

Ellipsis button

 To switch the Properties tab between the category and single list layouts
 Click the Show Categories toggle button in the tab group toolbar.

 To sort the properties alphabetically by name


 Select the Sort Properties toggle button in the tab group toolbar.

 To return the properties to their default order


 Clear the Sort Properties toggle button in the tab group toolbar.

50 Introduction to Application Development with BMC Remedy Developer Studio


Modifying objects

 To modify a property
1 Select the property in the Properties tab.
2 Edit the value in the Value column.
 For numeric and short text values, type the value in the Value column.
 For properties with a list of valid values, click the arrow and select a value from
the list.
 For long text and other complex values, click the ellipsis (...) button to open the
dialog box that you use to specify the value.
3 Press ENTER or click elsewhere to accept the new value. Press Escape to cancel the
property change.
Changes to object properties are saved to the server when you save the object.
See Table 2-5 on page 44 for references to the detailed documentation of the editors
and the dialog boxes for the various properties.

Working with change history


For each server object that you create, AR System automatically records the owner
(the user who created the object), the user who last modified the object, and the
date and time of the last modification. You can view and in some cases modify this
history information in the Change History category in Properties tab.

 To update the change history of a form


1 Open the form for modification.
2 Choose Form > Form Properties.
3 In the Form Properties, select the Change History page.
4 To change the ownership of the object, in the Owner field, enter the user name of
the new owner.

NOTE
Any user with Administrator or Subadministrator permissions can modify a form,
regardless of who the specified owner is for the object.

5 In the New Description field, type information about the object or about the change
that you made.
6 Click OK.
A time stamp, your user name, and the text that you typed appear at the beginning
of the Change History field.

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 To update the change history of an object other than a form or of a field


1 Open the object for modification or select the field in the form editor.
2 To change the ownership of the object, in the Owner property, enter the user name
of the new owner.

NOTE
Any user with Administrator or Subadministrator permissions can modify an
object or field, regardless of who the specified owner is for the object.

3 In the New Description property, click the ellipsis (...) button.


4 In the New Description dialog box, type information about the object or about the
change that you made.
5 Choose File > Save.
A time stamp, your user name, and the text that you typed appear at the beginning
of the Change History property.

Working with help text


You can supply help text for forms and fields. Users of BMC Remedy User can
view the help text as context-sensitive What’s This? help. In most cases, this help
describes the form or field, what it does, and how to use it.
Users of BMC Remedy User can view this help text in the prompt bar or in a pop-
up window by performing one of the following actions:
 Choosing What’s This? on the Help menu and then clicking the form
 Clicking the What’s This? icon and then clicking on the form
 Right-clicking on the form, and choosing What’s This?
 Pressing SHIFT+F1 and then clicking on the form
If you do not write help text, default field help appears in the BMC Remedy User
prompt bar (if visible). This system-generated field help describes various field
settings, such as the data type, maximum character limit, whether QBE is
supported, and the like.
You can create help for users viewing forms in a browser by adding a Form Help
button to a form. When users click the Form Help button, information about the
form and each of its fields appears. For more information, see the BMC Remedy Mid
Tier Guide.
The help text that you supply for all server objects except forms is available only to
administrators and subadministrators in BMC Remedy Developer Studio. You
can, however, compose extra help text for guides that users can see in the prompt
bar of BMC Remedy User as they are guided through a form or a series of forms.
For more information about guides, see the Workflow Objects Guide.

52 Introduction to Application Development with BMC Remedy Developer Studio


Modifying objects

 To create context-sensitive help text for user to see in BMC Remedy User
1 Open a form for modification.
2 Access the help text.
 For the Form help text, choose Form > Form Properties and click the Help Text
page
 For a field, select the field and click the ellipsis (...) button in the Help Text
property.
3 In the Help Text field, type the text for the users and click OK.
4 Choose File > Save to save the changes to the form.

 To create help text for application developers to see in BMC Remedy


Developer Studio
1 Open an object for modification.
2 Click the ellipsis (...) button in the Help Text property.
3 In the Help Text field, type the information about the object for application
developers and click OK.
4 Choose File > Save to save the changes to the object.

Form editor
Use the form editor to create and modify forms. When you work on a form in the
form editor, the editor and the associated views might look like Figure 2-7.

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Figure 2-7: Form editor and associated views

In Figure 2-7:
 The object list tab group displays an application list with a form selected in the
Forms panel.
 The form editor displays the form.
 The Palette on the right side of the form editor controls the editor cursor for
selecting and creating fields.
 The Messages tab displays messages about the form. See “Messages tab” on
page 58.
 The Outline tab displays the fields on the form in a tree that represents how they
are nested. To switch between a tree overview and a zoom overview, click the
buttons in the tab group toolbar. See “Outline tab” on page 49.
 The Properties tab displays the properties of the selected field or fields. If no
field is selected, it shows the properties of the selected form view. See
“Properties tab” on page 50.

54 Introduction to Application Development with BMC Remedy Developer Studio


Modifying objects

Form menu
When the form editor is active, the Form menu is included in the menu bar. When
the form editor has focus, the commands on the Form menu are available.
Layout menu
When the form editor is active, the Layout menu is included in the menu bar.
When the form editor has focus, the Layout menu commands are available.
Form toolbar
When the form editor is active, the form toolbar is displayed.
For details on using the form editor, see the Form and Application Objects Guide.

Workflow editors
The active link, filter, and escalation editors are similar, though the available
actions and the contents of some panels differ. These editors include the following
panels:
 Associated Forms
 Execution Options
 Run If Qualification
 Error Handler (filter editor only)
 If Actions
 Else Actions
The active link guide and filter guide editors have similar formats. The active link
guide editor includes the following panels:
 Associated Forms
 Display
 Entry point
 Active Links and Labels
The filter guide editor includes the following panels:
 Associated Forms
 Display
 Filters and Labels

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Figure 2-8: Filter editor and associated views

In Figure 2-8:
 The object list tab group displays an application list with a filter selected in the
Filters panel.
 The filter editor displays the filter. To open and close a panel, click the triangle
or the heading. Each panel’s pop-up menu has commands to open and close all
panels.
 The Messages tab displays messages about the filter. See “Messages tab” on
page 58.
 The Outline tab displays the panels and sub-panels in a tree that represents how
they are nested. See “Outline tab” on page 49.
 The Properties tab displays the properties of the filter. See “Properties tab” on
page 50.

56 Introduction to Application Development with BMC Remedy Developer Studio


Modifying objects

Workflow menu
When a workflow editor is active, the Workflow menu is included in the menu bar.
When the workflow editor has focus, the commands on the Workflow menu are
available.
Workflow toolbar
When a workflow editor is active, the workflow editor toolbar is displayed.
For more information, see the Workflow Objects Guide.

Application editor
The application editor uses panels to organize the application attributes and
contents. The editor contains the following panels:
 General
 Forms
 Packing Lists
 Support Files
 Access Points
 Data
 Statistics
 Help Text
To open and close a panel, click the triangle or the heading. Each panel’s pop-up
menu has commands to open and close all panels.
When the application editor has focus, the Properties tab displays the application
properties.
The Application menu and toolbar contain commands to expand and collapse
editor panels.
For more information, see the Form and Application Objects Guide.

Packing list editor


The packing list editor has fields for the packing list label and description and a list
of objects.
For more information, see the Form and Application Objects Guide.

Menu editors
Each type of AR System menu has a menu editor. When a menu editor has focus,
the Properties tab displays the menu properties.
For more information, see the Form and Application Objects Guide.

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Image editor
The image editor has a field for the image description, a preview area, and
command buttons to load an image and to save it to the AR System server. When
the image editor has focus, the Properties tab displays the image properties.
For more information, see the Form and Application Objects Guide.

Distributed mapping and distributed pool editors


The distributed mapping editor has panels for basic attributes, options, transfer
mapping, and return mapping. The distributed pool editor has a panel for basic
attributes. When either editor has focus, the Properties tab displays the object
properties.
For more information, see the BMC Remedy Distributed Server Option Guide.

Flashboard editors
The flashboard editor has panels for the flashboard design, the variables, and the
X and Y axes. The flashboard variable editor has panels for variable, operation, and
data collection. The flashboard alarm editor has a panel for the alarm. When any
of these editors has focus, the Properties tab displays the object properties.
For more information, see the BMC Remedy Flashboards Guide.

Messages tab
When an editor is active, the Messages tab, also called the Messages view, lists any
warnings about the object that you are editing. They often note fields that must be
completed before you can save the object.
The icon on the Messages tab is the icon for the highest severity message. The tab
also shows a count of all messages. The minimized icon shows the highest severity
with the counts on a tool tip.

 To fix a problem described in a warning


1 Double-click the message in the Messages tab.
If the message is linked, the insertion point moves to the item in the object editor
that you must change.
2 Fix the problem reported in the message.
The message is removed from the Messages tab.

NOTE
When you try to save an object and the AR System server returns an error, that
error is listed in the Messages tab, but you it is not linked to the object in the editor.

58 Introduction to Application Development with BMC Remedy Developer Studio


Working with working lists

Working with working lists


Create a working list to keep references to objects that you need to view, change,
or export to complete an application development or maintenance task. You can
add and remove objects from working lists as you work with them.
Descriptions of your working lists are stored locally in your BMC Remedy
Developer Studio workspace. Working lists refer to objects on the AR System
server, but the server does not record any information about working lists or an
object’s membership in them.
BMC Remedy Developer Studio has the following types of working lists:
 View-by-form list—Contains one or more AR System forms and all objects
related to them.
 Application view-by-form list—Contains one or more AR System forms from
one application and all objects related to them.
 Related list—Contains one or more AR System objects and optionally either
directly related objects or all related objects.
 Reserved Objects—Contains all objects reserved on an AR System server with
object reservation enforced. (Subadministrators see only those objects they have
reserved.) This list cannot be modified or deleted. See the Form and Application
Objects Guide.
Every time you open a working list, the list is updated with the current related
objects. For example, if a filter is created that is associated with a form in a view-
by-form list, the new filter is included the next time that you open the list.

NOTE
Although there is no limit on the number of objects in a working list, lists with
many objects, included related objects, are slower to open than lists with fewer
objects.

 To create a view-by-form list


1 In the AR System Navigator, expand serverName, right-click Working Lists, and
choose New View by Form List.
2 In the New View by Form List dialog box, enter the List Name.
3 Click Add.
4 In the Form Selector dialog box, select one or more forms to include in the list, and
click OK.
To filter the list of forms, type a pattern in the Name field. To move to a form in the
list, type the first characters of the name in the Locate field.
Use the usual Windows methods to select multiple objects. For example, hold
down the CTRL key and click an item to select or deselect it.
5 Click OK to save the list.

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 To create a view-by-form list including only forms from an application


1 In the Applications branch in the AR System Navigator, right-click the application
name and choose New Application View by Form List.
2 In the New Application View by Form List dialog box, enter the List Name.
3 Click Add.
4 In the Form Selector dialog box, select the forms to include in the list, and click OK.
The Form Selector dialog box lists only the forms in the application. To further
filter the list of forms, type a pattern in the Name field. To move to a form in the
list, type the first characters of the name in the Locate field.
5 Click OK to save the list.

 To create a related list


1 In the server branch in the AR System Navigator, right-click Working Lists and
choose New Related List.
2 In New Related List dialog box, enter the List Name.
3 Click Add.
4 In the Add Items dialog box, select the objects to include in the list.
To filter the list of object, type a pattern in the Name field, select an application
from the Application drop-down list, or clear the appropriate Object Category
check boxes. To move to a form in the list, type the first characters of the name in
the Locate field.
5 In the Add Items with Related Property drop-down list , choose to add just the
objects selected, the object and directly related objects, the objects and all related
objects, or, for applications and packing lists, the object and its contents.
See the information about exporting objects in the Form and Application Objects
Guide for descriptions of the related options.
6 Click OK.
7 In the Related List dialog box, to see which objects will be included in the list, select
an object and click Show Related.
8 To remove an object and its related objects, select it in the list and click Remove.
To remove all objects from the list, click Remove All.
9 To change which related objects are included in the list with the selected object,
select the objects in the list and click and change the value in the Related column
or click the buttons.
See the information about exporting objects in the Form and Application Objects
Guide for descriptions of related options.
10 Click OK to save the list.

NOTE
When you export objects, you can select an option to create a related list containing
the exported objects.

60 Introduction to Application Development with BMC Remedy Developer Studio


Working with applications and packing lists

 To modify a working list


1 In AR System Navigator, expand serverName > Working Lists, right-click the list
name, and choose Edit.
2 In the Edit View by Form List or Edit Related List dialog box, modify the list as
necessary.
For details of how modify working lists, see the following procedures:
 “To create a view-by-form list” on page 59
 “To create a view-by-form list including only forms from an application” on
page 60
 “To create a related list” on page 60.

 To export the objects in a working list


1 In the Working Lists branch of the server branch in the AR System Navigator,
right-click the name of the list and choose Export Working List Content.
2 In the Export To File dialog box, select or enter a file to write the object definitions
to.
3 Click Save to start the export operation.
See the information about exporting objects in the Form and Application Objects
Guide.

 To save a working list as import/export commands


1 In the Working Lists branch of the server branch in the AR System Navigator,
right-click the name of the list and choose Save as Import/Export Commands.
2 In the Save as Import/Export Commands dialog box, select or enter a file to write
the import/export commands.
3 Click Save to create the file.
For the use of this XML file, see the information about the import/export CLIs in
the Integration Guide.

 To delete a working list


 In the Working Lists branch of the server branch in the AR System Navigator,
right-click the name of the list and choose Delete.

Working with applications and packing lists


An application is a server object that contains references to a collection of forms.
Based on the forms included in the application, other objects related to those forms
are also included in the application. Use applications to group sets of objects to
accomplish particular tasks so that you and your users can interact with the
application as a functional unit.

Chapter 2 Using the AR System development environment 61


BMC Remedy Action Request System 7.5.00

Like an application, a packing list is a server object that contains references to a


collection of objects. Both applications and packing lists act as containers of other
server objects.
In BMC Remedy Developer Studio, applications and packing lists appear in the
AR System Navigator and in object lists. From the AR System Navigator, you can
open the object list to access the objects in the application or packing list. From the
AR System Navigator or the list of application or packing lists, you can edit the
application or packing list to change the objects in it.
Applications and packing lists are AR System server objects that contain other
server objects. If you open an application or a packing list, the application or
packing list view opens in the object list tab group, and you can access the objects
in the application or packing list. If you create or edit an application or packing list,
the application or packing list editor opens in the editor area, and you can add or
remove objects and change other properties.
You can also open in an object list tab the list of all applications from the
Applications item or the list of all packing lists from the Packing Lists item in the
All Objects branch of the server tree. From these object lists, you can edit existing
application or packing lists.
This section explains how to create, open, modify, export, and delete applications
and packing lists.

 To create an application on a server


1 In the server branch, right-click the Applications and choose New Application.
2 In the New Application dialog box, select Local Application or Deployable
Application, and click Finish.
The application editor opens in the editor area. For more information, see the Form
and Application Objects Guide.

 To create a packing list on a server


 In the server branch, right-click the Packing Lists and choose New Packing List.
The packing list editor opens in the editor area. For more information, see the Form
and Application Objects Guide.

 To open an application or a packing list


 In the Applications or Packing Lists branch, double-click the name of the
application or packing list.
A list of all the objects opens in the object list tab group. See “Objects in object lists”
on page 29.

62 Introduction to Application Development with BMC Remedy Developer Studio


Working with applications and packing lists

 To modify an application or a packing list


 In the Applications or Packing Lists branch, right-click the name of the
application or packing list and choose the Edit command.
The application editor or the packing list editor opens in the editor area. See the
Form and Application Objects Guide for details of modifying the application or
packing list.

 To create an object in an application


 In the Applications branch, right-click the application and choose a New
objectType command from the New Object menu.
See the Form and Application Objects Guide and the Workflow Objects Guide for details
of creating objects.

 To delete an application or a packing list


1 In the Applications or Packing Lists branch, right-click the name of the application
or packing list and choose the Delete command.
A Confirm Deletion dialog box appears.
2 Click OK to delete the object or Cancel to preserve the object.

 To save a packing list as import/export commands


1 In the Packing Lists branch of the server branch in the AR System Navigator, right-
click the name of the list and choose Save as Import/Export Commands.
2 In the Save as Import/Export Commands dialog box, select or enter a file to write
the import/export commands.
3 Click Save to create the file.
For the use of this XML file, see the information about the import/export CLIs in
the Integration Guide.

 To export an application
1 In the Applications branch, right-click the name of the deployable application and
choose Export Application.
2 In the Export Application dialog box, select a file to write the object definitions to.
3 Click Save to start the export operation.
See the information about exporting objects in the Form and Application Objects
Guide.

NOTE
You cannot export a local application using Export Application. You can export an
application object without its contents using Export to File.

Chapter 2 Using the AR System development environment 63


BMC Remedy Action Request System 7.5.00

 To export a packing list


1 In the Packing Lists branch, right-click the name of the packing list and choose
Export Packing List.
2 In the Export Packing List dialog box, select a file to write the object definitions to.
3 Click Save to start the export operation.
See the information about exporting objects in the Form and Application Objects
Guide.

Working with perspectives


Use Eclipse commands to customize your perspective to the way that you want to
work, to use the alternative Editor perspective included in BMC Remedy
Developer Studio, or to create your own custom perspective.

Arranging tabs in the perspective


The default layout of the Developer perspective includes five tab groups of views
arranged around the editor area. A tab group can contain zero or more views or
editors.
Each view tab group has command buttons that apply to the tab in the group that
is selected. When the tab group is too narrow for the command buttons to fit next
to the Minimize and Maximize buttons, they appear in the selected view below the
tab.
Each view or editor tab also has a pop-up menu with Eclipse commands that you
can use to change the Developer perspective to meet your needs.

 To open a closed tab


 Select Window > Show View and select the view from this submenu.
The Analyzer, Progress, Relationships, and Search Results tabs open automatically
when needed.

 To access a tab in a tab group that is not visible


1 Click the Show List button at the right of the tabs.
2 In the list of views or editors, click the one to show.
The views whose tabs are not visible are shown in boldface in the list.

 To change the order of tabs in a tab group


 Click and drag the tab to its new location.

64 Introduction to Application Development with BMC Remedy Developer Studio


Working with perspectives

 To create a new tab group with an existing view or editor


1 Click and drag the tab of the view or editor until the mouse pointer becomes an
arrow.
The arrow point to the location of the new tab group.
2 Drop the tab when the grey drag frame is where you want the new tab group.
Editor tab groups must be in the editor area.
Use this procedure to work with editors or object lists side by side or one above
another.

 To move a tab group


1 Click and drag the area to the right of the tabs until the mouse pointer becomes an
arrow.
The arrow point to the new location of the tab group.
2 Drop the tab group when the grey drag frame is where you want it.

 To move a view or editor from one tab group to another


 Click and drag the tab of the view or editor into the destination tab group.
Figure 2-9 shows the result of dragging the Properties tab into the tab group with
the Outline tab.

Figure 2-9: Outline and Properties tabs in one tab group

Chapter 2 Using the AR System development environment 65


BMC Remedy Action Request System 7.5.00

 To minimize or maximize a tab group


 Click the Minimize or Maximize button.
Toolbars, called shortcut bars, in the margins of the application window represent
the minimized tab groups. When you maximize a tab group, the other tab groups
are minimized.

TIP
You can control where the shortcut bar for a tab group appears in the window
margins by dragging it to the location you prefer. For example, you can drag all the
shortcut bars to the status line so that the left and right margins do not get wider
when you minimize a tab group.

 To work in a minimized view tab group


1 Click the view icon (not the Restore icon) for the view that you want to use.
The view opens temporarily.
2 Perform the operations in the open view.
3 Click the view icon again to return the view to minimized.
If you click any other view or editor, the temporarily open view minimizes again.
Use this procedure to work in the Outline or Properties tab when you have an
editor maximized.

 To restore a tab group


 Click the Restore button in the minimized tab group toolbar.
If all other tab groups are minimized when one is maximized, clicking any Restore
button restores them all.

 To detach a view
1 Right-click the view tab and choose Detached.
2 Move and resize the detached window as needed.
Use this procedure to work in a maximized editor with the Outline or Properties
tab in a separate window on your desktop.
Figure 2-10 on page 67 shows the Property tab detached with the form editor
maximized.

66 Introduction to Application Development with BMC Remedy Developer Studio


Working with perspectives

Figure 2-10: Form editor maximized with Property tab detached

 To re-attach a detached view


 Right-click the view tab and choose Detached to clear the check mark.
The view does not return to a closed tab group. If the view does not return to its
previous position, use “To move a view or editor from one tab group to another”
on page 65 to put it back or the next procedure to reset all the view tab groups.

 To reset the perspective to its default layout


1 Choose Window > Reset Perspective.
2 Click OK in the confirmation dialog box.
Resetting the Developer perspective closes all object list views.

Chapter 2 Using the AR System development environment 67


BMC Remedy Action Request System 7.5.00

Editor perspective
BMC Remedy Developer Studio includes a perspective that is specialized for
editing objects.

Figure 2-11: Editor perspective

Open the Editor perspective and switch to it when you need a large editor area.
This perspective has the Properties tab in the top right corner, the Outline in the
bottom right corner, and the Messages and Relationships tabs and the AR System
Navigator in a tab group in the bottom left.

68 Introduction to Application Development with BMC Remedy Developer Studio


Working with perspectives

Perspective operations
You can save perspectives customized to the way that you want to work using the
Eclipse commands described in this section.

 To save a custom perspective


1 Choose Window> Save Perspective As.
2 In the Save Perspective As dialog box, give the perspective a name and click OK.

 To open a perspective
1 Choose Window > Open Perspective> Other.
2 In the Open Perspective dialog box, select the appropriate perspective and click
OK.
If the perspective is open, switch to it by selecting it in the perspective bar to the
right of the toolbar.

NOTE
When you start BMC Remedy Developer Studio, it opens the perspectives that
were open when you last exited. If the perspective that has the input focus does not
display the AR System Navigator, BMC Remedy Developer Studio does not
display the Login dialog box. To display the Login dialog box, switch to a
perspective that displays the AR System Navigator or open it in the current
perspective.

One way to use a custom perspective is to set it up for certain work and switch to
it when you need it. For example, you can set up a Form Edit perspective like
Figure 2-10 on page 67 and switch to it to edit a form.

 To switch to another open perspective


 Click the icon or name of the perspective in the Perspective bar in the top left
corner of the BMC Remedy Developer Studio window.

Chapter 2 Using the AR System development environment 69


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70 Introduction to Application Development with BMC Remedy Developer Studio


Appendix

A For the BMC Remedy


Administrator User

This section includes information that you can use as you switch from BMC
Remedy Administrator to BMC Remedy Developer Studio. The following topics
are provided:
The following topics are provided:
 Differences (page 72)
 Frequently asked questions (page 79)

Appendix A For the BMC Remedy Administrator User 71


BMC Remedy Action Request System 7.5.00

Differences
This section summarizes differences between BMC Remedy Administrator and
BMC Remedy Developer Studio. See “Frequently asked questions” on page 79 for
more useful information.

Login
Table A-1: Login differences
Function BMC Remedy Developer Studio BMC Remedy Administrator
Change user or servers. 1 Choose File > Login to open the  Choose Tools > Login.
Login window.  Choose Tools > Servers.
2 Click the Edit Server List button
on the Login window to open the
Edit Server List dialog box.
Maintain different lists of servers. Switch Eclipse workspaces when Maintain multiple home
you log in. Information in the directories, which are shared with
workspaces is not shared with BMC Remedy User.
BMC Remedy User.

Permissions
Table A-2: Permissions differences
Function BMC Remedy Developer Studio BMC Remedy Administrator
Assign group permissions. Right-click the group in the Groups Double-click the group in the
object list and choose Assign Groups list to open the Group
Permissions from the pop-up menu Permissions dialog box.
to open the Assign Group
Permissions dialog box.

72 Introduction to Application Development with BMC Remedy Developer Studio


Differences

Server and object navigation


Table A-3: Server and object navigation differences (Sheet 1 of 2)
Function BMC Remedy Developer Studio BMC Remedy Administrator
Group or visually compare There is a single AR System Create new Server Window.
different lists of objects. Navigator view that shows all
servers. Each distinct object list can
be opened once.
You can open a separate
BMC Remedy Developer Studio
using a different workspace and
open the same object list with
different filtering or other settings.
Display a list of all objects of a type Double-click the object type in the Click the object type in the server
(for example, list of all filters). All Objects subtree in AR System object tree in Server Window.
Navigator.
Find an object in a list.  In the object list, open the  Choose File > Find.
Filtering Options or select an  Press F3.
object in the list and type the one
or more characters to move the
selection to the first object that
starts with those characters.
 Choose Search > Search to list all
objects that contain the search
text.
Switch to another window.  To switch to an editor, hold down Hold down CTRL and press TAB.
CTRL and press F6 until the one
that you want is selected.
 To a select a view, hold down
CTRL and press F7 until the one
that you want is selected.
View objects associated with a form In AR System Navigator, create a Create a new Server Window and
(View by Form functionality). custom View by Form working list. configure list of forms. This is not
This definition is persistent. persistent.
View the objects in an application. Double-click the application node Open the Application Window.
under Applications in AR System
Navigator.
View the list of applications and  In the AR System Navigator, 1 Click on the Applications node to
edit their properties. expand the Applications node open the list.
under serverName, right-click an 2 Right-click on the selected
application node, and choose application and select Properties.
Edit Application.
 Double-click the Application
node under All Objects in
AR System Navigator to open the
Applications object list. Double-
click the application in the list to
open the Application editor.

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BMC Remedy Action Request System 7.5.00

Table A-3: Server and object navigation differences (Sheet 2 of 2)


Function BMC Remedy Developer Studio BMC Remedy Administrator
View more columns in an object 1 Choose Window > Preferences. Choose View > Details.
list. 2 In the Preferences dialog box,
open BMC Developer Studio and
click Object List View.
3 Select the object list type from the
list and configure the columns to
display and their order.
Create a new object (not in an  Right-click the type node in  From Server Window, choose
application context). AR System Navigator All Objects File > New Server Object or the
subtree. New Server Object toolbar
 Choose File > New > objectType. button. Then, select the object
type.
 Right-click an object type node in
a server tree, and select the
command from the pop-up
menu.
Create New Object (in an 1 Select the application node in the  From the Application Window,
application). Applications subtree in choose File > New Server Object.
AR System Navigator (not under  Click the New Server Object
All Objects). toolbar button, and select the
2 Right-click the application and object type.
select the object type from the
New Object submenu of the
context menu.
View roles. In the AR System Navigator All In the Application Window, click
Objects subtree, double-click Roles. Roles/Groups.
This is a distinct node from Groups.
In this release, you can only view
roles in an object list; you cannot
create or edit them.

Forms
Table A-4: Forms differences (Sheet 1 of 3)
Function BMC Remedy Developer Studio BMC Remedy Administrator
Switch form views. Select a different view tab at the Choose Form > Select a View.
bottom of the form layout area.
Create a new field.  Right-click in the form layout  Right-click in form layout area.
area and choose the field type  Choose Form > Create a New
from the Create a New Field sub- Field.
menu.
 Use the form editor Palette.
 Choose Form > Create a New
Field.

74 Introduction to Application Development with BMC Remedy Developer Studio


Differences

Table A-4: Forms differences (Sheet 2 of 3)


Function BMC Remedy Developer Studio BMC Remedy Administrator
Select multiple fields.  Hold down CTRL and click a  Hold down SHIFT and click a
field in the form editor or in the field to add to or remove from the
Outline tab to add it to or remove selection.
it from the selection.  Drag a rectangle around the
 Hold down SHIFT and drag a fields to select.
rectangle around the fields to add
to the selection.
 Hold down CTRL and drag a
rectangle around the fields to add
to or remove from the selection.
Note: Select the Marquee tool in the
Palette to drag a rectangle instead
of dragging a field.
Move a field using the arrow keys. 1 Select one or more fields. Select one or more fields and press
2 Press the period key to enter the the arrow keys to move it.
arrow key mode.
3 Press the arrow keys to move the
field.
4 Press ENTER to complete the
move or Escape to cancel the
move.
Press the period key repeatedly to
enter other arrow key modes that
resize the fields.
Field properties. Select a field and the properties Double-click the field or select the
appear in the Properties tab. field and click the Field Properties
button.
View properties. Click the layout background and Choose Form > Current View >
the properties appear in the Properties.
Properties tab.
Resize a view. 1 Choose Layout > Show Actual Resize the form window and save
View Size. the form.
2 Select the view.
3 Drag the resize handles.
Find a field.  Select the field in the Outline Use name or label pull-down lists at
View Tree Overview. the top of the layout area.
 Choose Edit > Find/Replace to
open the Find Field dialog box
(which also supports find by
label, partial search, and find
next).

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BMC Remedy Action Request System 7.5.00

Table A-4: Forms differences (Sheet 3 of 3)


Function BMC Remedy Developer Studio BMC Remedy Administrator
Tree / Table Properties. 1 Select the table field. Open the field properties as with
2 On the Tree/Table property in any other field.
the Properties tab, click the
ellipsis (...) button to open the
Tree/Table Properties dialog
box.
Default Value and other multiple- Each time you press ENTER, in the Each time you press ENTER, in the
line text properties. text entry dialog box, two non- text entry dialog box, one non-
printing characters are added to the printing character is added to the
value. They appear as two value. That character appears as a
rectangles in the field in rectangle in the field.
BMC Remedy Administrator.
AR System components treat new
lines represented by either one or
two non-printing characters
correctly.
Navigation field item editor. Right-click the Navigation field and Open the Navigation Items editor
choose Edit Navigation Items. To from the Navigation Items tab of
display or edit the items in a the Field Properties dialog box.
different Navigation field, select
that field in the form. To close the
Edit Navigation Items dialog box,
click Close.
Edit Menu Bar and Navigation field To display the item properties in The Navigation Items editor also
item properties. the Properties tab, select the item in has tabs to edit the field properties
the Edit Navigation Items dialog of the navigation items or menu bar
box or in the Outline view Tree items.
Overview.
Results List field on a Display-Only Not available. Use a table field Permitted.
form. instead.
Display the same field in all pages Select the panel holder and click the Select the field in the Shared Fields
in a page holder. ellipsis (...) button in the Shared tab of the page holder field
Fields property to open the Shared properties dialog box.
Fields dialog box. You can only
view shared fields created by
BMC Remedy Administrator.
You cannot share fields by using
BMC Remedy Developer Studio.
Attempt to delete a core field. Not allowed. If only core fields are Not allowed. Displays a message.
selected, the Delete command is
unavailable. If both a core field and
a non-core field are selected, all
core fields are ignored and the
other fields are deleted.
Save a form that contains a table Reports errors. Saves the invalid form, but it
field that references a server that cannot be used.
does not exist.

76 Introduction to Application Development with BMC Remedy Developer Studio


Differences

Workflow
Table A-5: Workflow differences
Function BMC Remedy Developer Studio BMC Remedy Administrator
Create new workflow action. Use the panel pop-up menu or the 1 Select the If Action or Else Action
the menu bar Workflow menu. tab of the workflow window.
2 Select the new action.
3 Add data.
4 Click Add Action.
View or change Help Text, Change Put the input focus in the workflow Select the appropriate tab in the
History, and Permissions. or guide editor and use the workflow or guide window.
Properties tab.
Add a workflow reference or a label  Use the Add Active Link or Add Select the Active Links or Filters tab
to a guide. Filter context menu commands to in the guide dialog box and use lists
add a workflow item or label in a and command buttons to move
particular location in the guide. workflow object and add labels.
 Use the Workflow menu
commands or toolbar buttons to
add a workflow item or label
before the selected item.
 Use the Workflow menu Move
Up and Move Down commands
or the toolbar Move Up and
Move Down buttons to change
the order or items and labels.
Set the Mechanism of the Notify Select the mechanism from the list.  Select the mechanism from the
action to a standard choice. The values 1, 2, 3, and 99 are not Mechanism list.
allowed in the Code field.  Select Other from the list and
type 1, 2, 3, or 99 in the Code field.

Menus
Table A-6: Menus differences
Function BMC Remedy Developer Studio BMC Remedy Administrator
Create a new menu. Select the New menuType Menu Create a new menu object, and
option from the File > New menu or select the type of menu.
from the AR System Navigator
Applications subtree New object or
the All Object subtree Menus node
context menu.
Change the type of a menu. 1 Delete the existing menu. 1 Open an existing menu and select
2 Create the new menu with the a different type.
correct type and the same name. 2 Configure the menu for the new
type.

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Web services
Table A-7: Web services differences
Function BMC Remedy Developer Studio BMC Remedy Administrator
Input and Output Mappings. The XML and form items are Table A-8: The XML and form items
represented as a table with XML are swapped around when
items always in the first column. comparing web services editor
The XML column is editable in the with the web services action.
web services editor and not in the
action.
Default operations. No default operations. Add the By default, when you create a web
operations that the application service, it automatically has certain
requires by using the Add operations.
Operation menu options on the
Web Service menu.
Ports. A web service can have more than A web service has exactly one port.
one port. You cannot view or edit a
web service with two or more ports
using BMC Remedy Administrator.

Import and export


Table A-9: Import and export differences
Function BMC Remedy Developer Studio BMC Remedy Administrator
Import and export commands. 1 Use the Import or Export Use one of the commands on the
command on the File menu to Tools menu.
start a wizard.
2 On the first page of the wizard,
open the BMC Developer Studio
branch of the tree.
3 Select what to export or import.
4 Follow the wizard to complete
the operation.
Save a packing list in XML format In the Packing Lists branch of the In the Packing List window, choose
for use with the export CLI. server branch in the AR System Packing List > Generate XML.
Navigator, right-click the name of
the list and choose Save as Import/
Export Commands.
Note: You can also save a working
list as import/export commands.
Export server objects as server- All server objects are exported as Select Export as Server-
independent definitions. server-independent, except DSO Independent on the Export
Mappings. Definitions dialog box.

78 Introduction to Application Development with BMC Remedy Developer Studio


Frequently asked questions

Frequently asked questions


This section includes questions that you might have about BMC Remedy
Developer Studio and their answers.

User interface
Q: How do I log in as a different user or change the server list?
A: Choose File > Login to display the Login window.
Q: Why does a single click in AR System Navigator not show the list of
objects?
A: Selecting an item in AR System Navigator does not open the object list. You
must double-click to open it. This way, you can have multiple object lists open
at the same time.
Q: How do I open a missing tab?
A: To open an object list, double-click an item in an AR System Navigator sub-
tree. To open another tab, choose Window > Show View > viewName.
Q: Can I run multiple instances of BMC Remedy Developer Studio?
A: Yes, but you must use different workspaces. When you start BMC Remedy
Developer Studio, you are prompted for a new workspace if the references
workspace is already in use. You can also switch workspaces from within
BMC Remedy Developer Studio using the File > Switch Workspace command.
Q: How do I display two editors side by side?
A: Drag the editor tab to the edge of the editor window. Drag it back on or next
to the other tabs to stack the editor again.
Q: What is the function of the Design tab at the bottom of the Application,
Guide, Menu, and Workflow editors?
A: The Design tab has no function in this release. This feature is reserved for
future enhancements.
Q: Why do I need to click the property value twice in the Properties tab to
edit it?
A: This is how the Eclipse Properties tab works. It is a current limitation in the
tool.
Q: When editing a cell in a mapping table in an Open Window, Push Fields,
or Set Fields action, why must I click elsewhere in the table before the data
is accepted and the cell is closed?
A: You can usually press ENTER to close the cell and accept the data. This is how
the Eclipse/SWT JFace table works. It is a current limitation in the tool.

Appendix A For the BMC Remedy Administrator User 79


BMC Remedy Action Request System 7.5.00

Q: How does multi-select in the form editor display and update field
properties?
A: When you selected two or more fields in the form editor, the Properties tab
displays the properties that apply to all selected fields. If the fields have different
values for a property, the value for the primary selection, the first field selected,
appears in the Properties tab. If you change a value in the Properties tab,
BMC Remedy Developer Studio applies the change to all the selected fields.
Because of an Eclipse limitation, BMC Remedy Developer Studio cannot clear or
use a colored background to distinguish fields with mixed values.
Q: Where can I use Undo and Redo?
A: The form editor provides Undo and Redo commands. The Undo and Redo
commands are only available in the Edit menu when the form editor has the
input focus. If you make a change in the Properties tab, you must click the form
editor tab before you can undo it.
Q: How can I use special characters in the Filtering Options Name field and
the Locate field in Selector dialog boxes?
A: These two fields use regular expressions for matching. Certain characters,
among them * and [, have special meaning. To match a single * in a name, enter
[*] in the field.

Eclipse integration
Q: Since it's actually Eclipse, can I use BMC Remedy Developer Studio to do
Sun™ Java™ or other development?
A: BMC Remedy Developer Studio is a packaged plug-in to the basic Eclipse
IDE but we have not packaged in any other development plug-ins. We have not
tested other Eclipse plug-ins installed alongside BMC Remedy Developer
Studio, so we recommend that you not try this for the release.
Q: Where are the Eclipse menus?
A: The Eclipse menus that are not applicable to BMC Remedy Developer Studio
are not included.

Limitations and troubleshooting


Q: When I use a preference server, why are some preferences still stored
locally?
A: Only the preferences supported by the preference server that you reference
can be stored there. BMC Remedy Developer Studio stores other preferences in
the Eclipse workspace as it does when you do not use a preference server.

80 Introduction to Application Development with BMC Remedy Developer Studio


Frequently asked questions

Q: Sometimes, menu commands in the Form, Layout, and Workflow menus


are not available (disabled). How do I make them available?
A: This is an Eclipse limitation. The commands in these menus are available only
when the corresponding editor has the input focus. When a view such as
Properties View (also called the Properties tab) has the focus, these commands
are not available. To make the editor commands available, click the editor tab.
Q: My perspective seems to be messed up. Somehow my views are not
where I want them or I can't find them. How I do fix the perspective?
A: When you change the layout of your active perspective by closing views or
dragging them to different locations, you have customized the perspective and
BMC Remedy Developer Studio remembers the perspective layout when you
quit it. Use the Window > Reset Perspective command to set the perspective
back to its “factory defaults.” When you reset a perspective, all object list views
are closed.
Q: When I try to start BMC Remedy Developer Studio, it reports that my
workspace is locked. How can I unlock my workspace?
A: If BMC Remedy Developer Studio terminates abnormally, it might leave the
workspace directory locked. Either restart Windows to unlock the workspace or
choose or create another workspace when you restart BMC Remedy Developer
Studio.
Q: Where are all the preferences from the Preferences dialog box of
BMC Remedy Administrator?
A: Table A-10 lists all BMC Remedy Administrator preferences. For those that
are provided in the BMC Remedy Developer Studio Preferences dialog box, it
lists the page. For those that are not, it provides the reason.
Table A-10: BMC Remedy Administrator in BMC Remedy Developer Studio

BMC Remedy BMC Remedy Explanation for BMC Remedy Developer Studio
Administrator Administrator
Preferences tab preference
General Show Status Bar Not applicable because BMC Remedy
Show Toolbars Developer Studio always displays the status bar
and the toolbar.
Save Window Not applicable because BMC Remedy
Position and Size Developer Studio always saves its window
on Close position and size in the workspace on exit.
Date Format Found on the BMC Remedy Developer Studio
page of the Preferences dialog box.
AR Path Refers to the location where BMC Remedy
Administrator can access macros.
Not applicable because BMC Remedy
Developer Studio does not have macros.

Appendix A For the BMC Remedy Administrator User 81


BMC Remedy Action Request System 7.5.00

BMC Remedy BMC Remedy Explanation for BMC Remedy Developer Studio
Administrator Administrator
Preferences tab preference
General Proxy Server Configured in the devstudio.ini file. See the
(continued) Setting for Java discussion of configuring BMC Remedy
VM Developer Studio for access through a proxy
server in the Integration Guide.
Flat Look On Not applicable because BMC Remedy
Forms Developer Studio always displays forms as they
appear in a web browser.
Confirmations Confirmations Not applicable because you cannot choose
which confirmations the BMC Remedy
Developer Studio displays.
Warnings Found on BMC Remedy Developer Studio page
of the Preferences dialog box.
Form Fonts All Not applicable because BMC Remedy
Developer Studio always uses the MS Sans Serif
font, which is the default font for BMC Remedy
Administrator.
Display Menu preferences Not applicable because BMC Remedy
Developer Studio always displays its menus as
pop-up menus.
Display Change Found on the BMC Remedy Developer Studio
History page of the Preferences dialog box.
Form  Add New Found on the Form page of the Preferences
 Keyboard Move dialog box.
Step Size
 Default QBE
Match
 Default Locale
Show Field Not applicable because BMC Remedy
Properties on Field Developer Studio always displays field
Creation properties in the Properties tab.
Web View Add New Form Found on the Form page of the Preferences
Action Fields in dialog box
Web View

82 Introduction to Application Development with BMC Remedy Developer Studio


Appendix

B About the Sample application

This section describes the Sample application. The following topic is provided:
 Exploring the Sample application (page 84)

Appendix B About the Sample application 83


BMC Remedy Action Request System 7.5.00

Exploring the Sample application


To see examples of various forms, fields, and workflow actions, install the Sample
application with the AR System 7.5.00 server. The application implements a class
registration system and includes forms to add classes, to register for a class, and to
view enrollments. Forms in the sample application are enabled for both
BMC Remedy User and browser access. Help text in the forms and workflow
explains how the application works.

 To open the Sample application in BMC Remedy User or a browser


1 Open the IT Home page as follows:
 In BMC Remedy User, log in as an administrator on a server where the Sample
application is installed.
 In a browser, enter the IT Home page URL for a server where the Sample
application is installed (http://midTierServer/arsys/home). If necessary,
log in as an administrator.
2 In the navigation panel of the IT Home page, click the AR Sample Application
Console link.
3 In the AR Sample Application Console, explore the Sample application forms by
clicking the links in the navigation panel and the arrow button under the bar chart.

Figure B-1: AR Sample Application Console

84 Introduction to Application Development with BMC Remedy Developer Studio


Exploring the Sample application

 To open the Sample application in BMC Remedy Developer Studio


1 Log in to BMC Remedy Developer Studio as an administrator on a server where
the Sample application is installed.
2 In the AR System Navigator, expand the Applications branch under the
appropriate server.
3 To explore the objects in the Sample application, double-click Sample, and expand
the panels in the Sample object list.
4 To explore the Sample application attributes and properties or modify the
application, right-click Sample and choose Edit Application, and expand the
panels and view the Properties tab.

Figure B-2: Sample application in BMC Remedy Developer Studio

Appendix B About the Sample application 85


BMC Remedy Action Request System 7.5.00

86 Introduction to Application Development with BMC Remedy Developer Studio


Appendix

C For more information

This section describes additional sources of information about AR System. The


following topics are provided:
 AR System developer forums (page 88)
 BMC Remedy user groups (page 88)
 Training (page 89)
 Consulting services (page 89)
For information about AR System documentation, see “AR System documents” on
page 7.

Appendix C For more information 87


BMC Remedy Action Request System 7.5.00

AR System developer forums


Communicating with fellow AR System developers through the following forums
can be an excellent way to solve problems and learn how other people are using
AR System products.
 ARS List—The most popular email forum for AR System developers is ARS
List. To subscribe to ARS List, visit http://www.arslist.org.
 BMC Developer Network—A BMC-sponsored site that hosts technical forums
for all BMC products. On this site, you can post development questions, help
other developers, and view timely information about BMC products and
solutions. Visit http://www.bmcdn.ws.
 AR System Developer Community—The historical AR System Developer
Community website is at http://www.bmc.com/arsystem/dev_community.
This site is being phased out and replaced by BMC Developer Network (see
previous item).

BMC Remedy user groups


BMC Remedy user groups provide an open and dynamic forum for exchanging
ideas and strategies on a wide variety of topics related to AR System products.
Many established user groups exist throughout the world. You can start your own
user group by joining the BMC Remedy Local User Group Program.
The BMC Remedy User Group (RUG) is an annual meeting of customers and
partners that offers a chance for customers to mingle with each other and BMC
Remedy employees and to discuss how they are implementing solutions based on
BMC Remedy technology. RUG also enables BMC to relate the latest company
directions and strategies.
For information about the BMC Remedy user groups nearest you, about becoming
a member of the BMC Remedy User Group (RUG), or about starting your own
group, visit the BMC Developer Network website (http://www.bmcdn.ws).

88 Introduction to Application Development with BMC Remedy Developer Studio


Training

Training
BMC provides customers a comprehensive range of classes that cover such diverse
topics as administering AR System, using BMC Remedy User, performance tuning
and troubleshooting, and API programming. Classes about other products within
the Business Service Management solution are also available.
For more information about training provided by BMC and by BMC Remedy
Alliance Partners around the world,
 Visit the BMC website at http://www.bmc.com and navigate to the education
page.
 Contact your local BMC Remedy sales representative.

Consulting services
The BMC Consulting Services organization consists exclusively of systems
professionals with extensive AR System experience to help you develop solutions
in workflow automation and application design.
For more information about Consulting Services,
 Visit the BMC website at http://www.bmc.com and navigate to the consulting
page.
 Contact your local BMC Remedy sales representative.

Appendix C For more information 89


BMC Remedy Action Request System 7.5.00

90 Introduction to Application Development with BMC Remedy Developer Studio


A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Index

A C
Analyzer tab 26 change history 48, 51
application editor 57 columns, changing in object list 30
application object list 29 confirmations 82
application view by form list 59, 60 consulting services 89
applications container object 61
creating 62 custom perspective, saving 69
creating an object in 45, 63 customer support 3
deleting 63
exporting 63
in AR System 12 D
in AR System Navigator 28 deleting objects 46
modifying 63 Demo user 22
Sample 84 designing applications 16
tips for designing 16 Developer Community, AR System 88
working with 61 Developer perspective 24, 25
AR System differences
consultants 89 between old and new tools 72
user groups 88 export 78
AR System Developer Community 88 forms 74
AR System Navigator import 78
overview 25 login 72
servers in 27 menu 77
ARS List 88 navigation 73
authentication string 22 permissions 72
server 73
B web service 78
workflow 77
BMC Remedy Administrator distributed mapping editor 58
differences from BMC Remedy Developer distributed pool editor 58
Studio 72 documentation, AR System 7
preferences 81
BMC Remedy Consulting Services 89
BMC Remedy user groups 88 E
BMC Software, contacting 2 Eclipse
application, BMC Remedy Developer Studio 24
integration FAQ 80
perspectives 64
Editor perspective 68

Index 91
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

editors
application 57
I
area 25 icons in object list 29
closing 49 image editor 58
distributed mapping 58 import differences 78
distributed pool 58 import/export commands
DSO objects 58 saving packing list as 63
flashboard 58 saving working list as 61
form 53
image 58
in a perspective 24 L
menu 57 Layout menu 55, 81
moving 65 layout of object list 31
object 44 limitations FAQ 80
packing list 57 local preferences 22
related tabs 49 logging in
workflow 55 as a different user 23
education 89 BMC Remedy Administrator 22
exiting BMC Remedy Developer Studio 24 BMC Remedy Developer Studio 22
export differences 78 login differences 72
exporting
application 63
packing list 64 M
working list 61
menu
differences 77
F editors 57
Form 55, 81
FAQ Layout 55, 81
Eclipse integration 80 Workflow 57, 81
limitation 80 Messages tab 26, 58
troubleshooting 80 Migrator 16
user interface 79 multiple forms, associating workflow with 47
field ID, searching for 34 multiple objects
fields, placing on form 17 modifying help text 48
filtering object lists 32 renaming 46
finding objects 27 updating change histories 48
flashboard editor 58
Form menu 55, 81
forms N
differences 74
naming objects 45
editor 53
navigation differences 73
fonts 82
toolbar 55
frequently asked questions. See FAQ O
Object List View preferences 30
H object lists
columns 30
help text 48, 52
filtering 32
in AR System Navigator 28
in the object list tab group 29
layout 31

92 Introduction to Application Development with BMC Remedy Developer Studio


A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

object lists (continued) Properties tab


opening 29 category layout 50
panel 31 layout 50
sorting 32 overview 26, 50
tab group 25 single list layout 50
objects sorting 50
attributes 46 properties, modifying 51
creating 44
creating in an application 45, 63
deleting 46 R
editing 49 redo 80
editors 44 related list 59, 60
finding related 37 related objects, finding 37
modifying 45 relationship types 40
naming 45 Relationships tab 26, 38
renaming 45 columns 39
searching for 33 history 44
opening the Sample application 84 linking with editors 38
Outline tab 26, 49 refreshing 44
relationship types 40
P sorting 43
Remedy Migrator 16
packing lists renaming
creating 62 multiple objects 46
deleting 63 objects 45
editor 57 reserved objects list 59
exporting 64 RUG 88
modifying 63
object list 29
overview 61 S
saving as import/export commands 63 Sample application 84
panel of object list 31 Search command 33
passwords, Demo 22 Search Results tab 26, 37
permissions security, Demo password 22
differences 72 selecting items from Outline tab 26
modifying 48 server differences 73
perspective 24, 64 server list 23
arranging tab in 64 server objects
Developer 24 creating 44
Editor 68 creating in an application 63
opening 69 deleting 46
operations 69 editing 49
resetting 67 finding 27
switching 69 finding related 37
Perspective bar 27 in AR System Navigator 28
preference server 23 modifying 45
preferences naming 45
BMC Remedy Administrator 81 renaming 45
object list view 30 searching for 33
product support 3 Show Relationships command 37
Progress tab 26 sorting object lists 32

Index 93
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Status bar 27
support, customer 3
W
web service differences 78
workflow
T associating multiple forms with 47
tab groups differences 77
creating 65 editors 55
making a tab visible 64 modifying for multiple forms 47
maximizing 66 toolbar 57
minimized 66 Workflow menu 57, 81
minimizing 66 working lists
moving 65 application view by form 59
overview 24 exporting 61
restoring 66 in AR System Navigator 28
tabs modifying 61
arranging in perspective 64 object list 29
detaching 66 related 59
making visible in a tab group 64 reserved objects 59
Messages 58 saving as import/export commands 61
moving 65 view by form 59
moving between tab groups 65 working with 59
opening 64 workspace
rearranging 64 directory 22
re-attaching 67 local preferences 22
used to refer to a view or editor 24 locked 81
technical support 3
toolbar
form 55
workflow 57
training 89
troubleshooting FAQ 80

U
undo 80
usability 16
user groups, BMC Remedy 88
user interface FAQ 79

V
view-by-form list 59
views
detaching 66
in a perspective 24
re-attaching 67
uses of 24

94 Introduction to Application Development with BMC Remedy Developer Studio


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